Rachel Reeves has been left red-faced after scores of UK households escaped the clutches of HMRC and avoided an inheritance ...

Creating a regular monthly income is the priority for most, especially those looking to achieve financial security or retirement planning.

Crafting a well-balanced retirement income strategy requires careful planning, diversification, and tax-efficient withdrawals. By integrating Social Security, pensions, annuities, investment income, ...

Given that most of the portfolio will be invested for the rest of your life, I would recommend a higher-risk approach for the longer-term money, which will offer the greatest potential for growth. A ...

In the world of small businesses, annuities often fly under the radar. That’s right, those are the things you might associate ...

Taking a lump sum from your pension can be a fantastic way to pay off your mortgage, help out the kids or boost your savings.

It is possible to split the claim across three different insurers. Once you make a claim with an insurer, you can submit the ...

In 2024, Horace Mann reported a net income of $102.8 million, a significant increase from $45.0 million in 2023. This increase was due to stronger results in auto insurance and higher net investment ...

If enhancing my UK pension will push me into the higher tax bracket, is it worth making voluntary contributions?

The central issue in all cases revolved around the allowance of certain exemptions claimed by the employees on their salary income, specifically concerning benefits received under a Voluntary ...

There are two primary options for investing in an IDF. The cheapest route is taking out a private placement variable annuity ...

Market volatility, product complexity, and rampant misinformation all drive the case for advisors helping clients get ...