Insurance

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.

Regular reviews can determine whether a life insurance policy is performing according to expectations and meeting the client's current financial objectives.

Experts share a handful of new and emerging threats that CPA firms should keep an eye out for.

The market for professional malpractice liability insurance is evolving even as the profession evolves.

Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.

Liability insurance experts examine the current landscape of risk.

Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.

Navigating Medicare can be a complex task for retirees, and accountants play a crucial role in guiding their clients through this essential aspect of retirement planning.

Useful tips; pets and tax bills; becoming simply profitable; and other highlights from our favorite tax bloggers.