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  1. How to Help Clients When Their Medicare Policy is Canceled

    Here's how to help clients who receive a letter stating that the Medicare policy they have used until now is being canceled.
  2. The Best Life Insurance for Military Families

    Two of the most common types of life insurance are term and whole life. Here's why the latter isn't a good idea for most ...
  3. Health Savings Accounts: What You Need to Know

    The the popularity of Health Savings Accounts is on the rise. Here's how they work.
  4. How to Keep Life Insurance Costs Down

    Curbing all costs and expenses is a priority for most people and buying life insurance is no different. Here's how to go ...
  5. Hurricane Insurance Deductible Fact Sheet

    If you're a homeowner with property in a high-risk hurricane area, you need to understand the special details of your hurricane ...
  6. How to Financially Prepare for a Hurricane

    Insurance isn't enough: How to ensure that you're ready financially for a natural disaster.
  7. 6 Things Obamacare Plans Won’t Cover

    It handles a lot of medical conditions – but there are gaps. Here are some common things Obamacare Plans won't cover.
  8. Financial Planning Lessons from José Fernández's Untimely Death

    What financial planning lessons can be learned from the untimely passing of Miami Marlins pitcher José Fernández?
  9. Mylan’s Sneaky EpiPen Maneuvers (MYL, IMMY)

    Drugmaker Mylan has become a target of criticism in response to claims that it’s engaging in sneaky EpiPen maneuvers to shield ...
  10. Protecting Your Assets from Contingencies

    It really doesn't matter how well you've saved or invested if your assets aren't protected.
  11. The Real Reason Prescription Drug Prices Are So High

    Expensive drugs that don’t have affordable alternatives or generic equivalents are a serious concern today. So why are prescription ...
  12. Commuters: Here's What Traffic Jams Cost You

    If you think sitting in traffic is annoying, wait until you see how much it’s costing you per year.
  13. Book Runner

    The main underwriter or lead manager in the issuance of new equity, debt or securities instruments. In investment banking, ...
  14. High Funeral Costs Up Med School Body Donations

    Funeral costs can be a strain on your loved ones. Donating your body to science is an increasingly popular way to avoid a ...
  15. ‘Retired’ Too Soon? How to Reenter the Workforce After 50

    Here's what you need to know to survive financially and reenter the workforce when you're over 50 and a layoff has forced ...
  16. How to Maximize Employee Benefits From the Start

    Taking the time to make proper selections within your employer-provided benefits package is crucial and could significantly ...
  17. Why People Are Delaying Retirement

    Baby Boomers are changing retirement. Exactly how, though, is still evolving as the realities of life sometimes clash with ...
  18. Getting Health Coverage Outside Open Enrollment

    Nine qualifying life events that trigger a special enrollment period for individuals seeking group or marketplace health ...
  19. Is the Affordable Care Act Failing? (AET, ANTM)

    Another big insurer has pulled out of Obamacare-mandated insurance exchanges. As competition dwindles, will healthcare reform ...
  20. Eight Financial Safeguards If Disaster Strikes

    In an emergency like a fire, hurricane, flood, tornado or earthquake, you may not be able to protect your home. But you can ...
  21. New Parents: A Financial Planning Checklist

    There are many areas of personal finance to consider throughout the journey of parenthood. Here are a few to review with ...
  22. What Advisors Need to Know about ABLE Accounts

    ABLE plans represent a low-cost alternative to special needs trusts, and they can also be used in conjunction with them. ...
  23. Valeant Shares Plunge Amid Criminal Probe (VRX)

    Federal prosecutors have launched a criminal investigation to determine whether Valeant defrauded insurers.
  24. Here’s Why You May Be Blocked From HSAs Next Year

    A health savings account can help you save for medical expenses, but starting in 2017 it may be harder to get if your insurance ...
  25. Is Life Insurance Through Work Enough?

    Covering the needs of the ones you would leave behind is not easy. But efforts to secure a life insurance policy outside ...
  26. How the Long-Term Care Insurance World Is Changing

    The long-term care insurance market is continually changing and prices routinely go up. This is an overview of what to expect ...
  27. Top 10 Careers for Women Over 50

    Women in this age group seek professions offering high pay and independence.
  28. Public Company

    A company that has issued securities through an initial public offering (IPO) and is traded on at least one stock exchange ...
  29. Private Equity

    Private Equity is equity capital that is not quoted on a public exchange. Private equity consists of investors and funds ...
  30. Greenshoe Option

    A provision contained in an underwriting agreement that gives the underwriter the right to sell investors more shares than ...
  31. Lock-Up Period

    Window of time in which investors of a hedge fund or other closely-held investment vehicle are not allowed to redeem or sell ...
  32. Oversubscribed

    A situation in which the demand for an initial public offering (IPO) of securities exceeds the total number of shares issued. ...
  33. How to Fund Your HSA with IRA Dollars

    From a retirement planning perspective, a free lunch can refer to the relatively unknown one-time IRA to HSA transfer.
  34. What Is the Best Age to Get Life Insurance?

    Learn about the optimal time for purchasing personal life insurance and why delaying the buying decision may have costly ...
  35. The Importance Of Life Insurance For Women

    Life insurance can be an valuable tool for women as it is helps with the transfer of wealth and securing a better financial ...
  36. American Express Earnings on Tap: What to Expect? (AXP, COST)

    The company appears to have put the worst behind it, but what will drive growth in the quarters and years ahead?
  37. 7 Habits That Can Lead to Future Wealth

    Getting rich is like getting fit. To achieve your goals, you must develop healthy long term habits. Here are 7 habits that ...
  38. 5 Mistakes to Avoid When Buying a New Home

    Understand five specific mistakes to avoid when buying a new home.
  39. Bank of America Levels to Watch After Earnings (BAC, JPM)

    Bank of America could make incremental technical progress after a strong earnings report while a weak confessional is unlikely ...
  40. Wells Fargo Earnings Coming up: What to Expect (WFC)

    Wall Street expects the money-center bank to deliver a year-over-year decline in profits, but a rise in revenue.
  41. Citigroup Stock Declines Ahead of Q2 Earnings (C)

    Wall Street expects the money-center bank to deliver year-over-year declines in both revenue and profits.
  42. Wells-Fargo Price Levels to Watch After Earnings (WFC)

    Wells-Fargo could gain ground after a weak earnings report on Friday due to excessively negative sentiment.
  43. Mistakes to Avoid When You Own Life Insurance

    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  44. Is Travel Insurance a Good Idea?

    Is travel insurance a good idea for your next vacation? This is a look at what policies may or may not cover and when it ...
  45. Follow-On Offering

    An issue of shares of stock that comes after a company has already issued an initial public offering (IPO). A follow-on offering ...
  46. Pre-IPO Placement

    When a portion of an initial public offering (IPO) is placed with private investors right before the IPO is scheduled to ...
  47. IPO Lock-Up

    A contractual caveat referring to a period of time after a company has initially gone public, usually between 90 to 180 days. ...
  48. Underpricing

    The pricing of an initial public offering (IPO) below its market value. When the offer price is lower than the price of the ...
  49. Financial Planning Tips for Infertility Treatments

    Infertility treatments can help couples realize their dreams—at a cost. Luckily, these five tips may reduce the price tag ...
  50. Auto Loans Surpass $1T Mark, Registration at All-Time High

    New vehicle registrations have hit a record high in the U.S. So have automotive loans.
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Save Money
  1. 5 Ways To Make Your Home Remodels Pay Off

    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
Hot Definitions
  1. Racketeering

    A fraudulent service built to serve a problem that wouldn't otherwise exist without the influence of the enterprise offering ...
  2. Federal Debt

    The total amount of money that the United States federal government owes to creditors. The government's creditors include ...
  3. Passive Management

    A style of management associated with mutual and exchange-traded funds (ETF) where a fund's portfolio mirrors a market index. ...
  4. Series 7

    A general securities registered representative license administered by the Financial Industry Regulatory Authority (FINRA) ...
  5. Compound Interest

    Compound Interest is interest calculated on the initial principal and also on the accumulated interest of previous periods ...
  6. Expatriation Tax

    An expatriation tax is a tax on someone who renounces their citizenship. In the United States, the expatriation tax provisions ...
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