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Companies are licking their chops at the prospect of a wave of baby boomers leaving their jobs with trillions of dollars in 401(k)s and other savings accounts.

Of all the products offered to investors, few are more controversial than variable annuities. The conventional wisdom is that variable annuities are sold, not bought.

This issue of The Wealth Counselor examines a topic that should interest all owners of non-term life insurance policies and their advisors – Internal Revenue Code Section 1035 and its application.

Variable annuities are at a turning point in product development, as insurers juggle a desire to remain in the market without saddling their books with even more long-dated risk.

While some see online advice from fund giant as competition, many see it as complementary.

Wealthy Don’t Want to Spoil Kids, but Can’t Help It.

Partial article taken from Ben Combs: Why you should have a living trust.

Here is a checklist to make sure your tax and estate plan are up to date for you, your parents, children, charities and loved ones.

Same-sex couples can get married in five states and the District of Columbia—and in New York starting July 25. But the happily-ever-after part doesn’t necessarily extend to their personal finances.

The latest celebrity to demonstrate the importance of estate planning is “Sopranos” star James Gandolfini, who died last month in Rome at age 51.