High Net Worth Insurance

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  1. How to Protect Your Assets From Litigation

    August 26, 2016
    Personal umbrella liability insurance can offer you big-time legal protection relatively cheaply, in case your existing policies ...
  2. Affluent Medicare Recipients: Beware 2018

    August 20, 2016
    That's when rates will go up even more. How to start preparing and why $1 of income could make a huge difference.
  3. Eight Financial Safeguards If Disaster Strikes

    August 18, 2016
    In an emergency like a fire, hurricane, flood, tornado or earthquake, you may not be able to protect your home. But you can ...
  4. New Parents: A Financial Planning Checklist

    August 18, 2016
    There are many areas of personal finance to consider throughout the journey of parenthood. Here are a few to review with ...
  5. The Short Guide to Insure Stock Market Losses

    August 9, 2016
    First time stock investors may ask: is there any way to buy insurance on stocks to prevent losses?
  6. The Wealthy Spend the Most on Healthcare

    July 23, 2016
    The wealthy are now spending more on healthcare than the poor and middle class. But why?
  7. Helping Clients Avoid Retirement Landmines

    July 22, 2016
    Your clients may hold well thought-out retirement plans, but things happen that can disrupt—or even derail—them. Know when ...
  8. 7 Habits That Can Lead to Future Wealth

    July 19, 2016
    Getting rich is like getting fit. To achieve your goals, you must develop healthy long term habits. Here are 7 habits that ...
  9. Jamie Zimmerman's Q1 Stock Moves: AGN,GILD

    July 12, 2016
    Jamie Zimmerman of Litespeed Managmenet shifts her perspective on healthcare giants AGN and GILD in Q1.
  10. Aetna Gets Offers for Medicare Plans (CNC,WCG)

    July 11, 2016
    Aetna getting interest from WellCare Health Plans and Centene for Medicare Advantage plans its trying to unload.
  11. Mistakes to Avoid When You Own Life Insurance

    July 11, 2016
    How to avoid some common mistakes that can cause tax and inheritance problems when you own life insurance.
  12. Is Captive Insurance a Legitimate Tax Shelter?

    July 11, 2016
    Captive insurance companies are legitimate tax structures, but pose risks as tax shelters. Still, they can have financial ...
  13. Pre-IPO Placement

    July 6, 2016
    When a portion of an initial public offering (IPO) is placed with private investors right before the IPO is scheduled to ...
  14. Series B Financing

    June 20, 2016
    The second round of financing for a business by private equity investors or venture capitalists. Successive rounds of financing ...
  15. The Top Tip for Financial Success: "Start Planning Early"

    May 23, 2016
    The earlier you start planning and saving, the better your chances are of living the lifestyle you want.
  16. Prepare Your Finances to Handle Natural Disasters

    May 5, 2016
    The Fort McMurray, Canada, fire is a reminder to take these easy steps to protect your financial interests from natural disasters. ...
  17. Medical Power of Attorney: Which Child to Choose?

    April 22, 2016
    Don’t compromise for the sake of family harmony when you pick an adult child to fill this role. But be sure you fully explain ...
  18. What Is Credit (Receivables) Insurance?

    April 21, 2016
    This type of insurance will reimburse your business if customers don’t pay their bills. It’s not cheap, but some companies ...
  19. Zika Virus: Latest Advice on Staying Safe

    April 13, 2016
    The new concern is increasing brain infections in adults from Zika. Also see the 50 U.S. cities Zika could reach this summer. ...
  20. Long-term Care: Traditional vs. Alternative Policies

    April 12, 2016
    All long-term care policies have unique advantages and disadvantages. Here's an overview.
  21. Using Life Insurance to Help Provide for Someone With a Special Need

    April 4, 2016
    Why and how to use permanent life insurance to help provide for a family member with a disability or special needs
  22. Real Estate Gets Its GICS

    March 30, 2016
    A dedicated sector classification gives real estate securities the recognition they deserve.
  23. 7 Issues to Consider When Determining Life Insurance Coverage

    March 25, 2016
    Seven issues to consider when buying life insurance to ensure the coverage is tailored to meet your personal financial situation. ...
  24. Life Insurance With an Increasing Death Benefit

    March 25, 2016
    Why buy a life insurance policy with an increasing rather than level death benefit
  25. AARP Expects Massive Caregiver Shortage by 2020

    March 24, 2016
    The AARP predicts that by the year 2020 there will be a big shortage in the number of caregivers available to help the elderly. ...
  26. Is Life Insurance A Smart Investment?

    March 16, 2016
    Using permanent life insurance as an investment provides tax-deferred growth on interest, dividends and capital gains until ...
  27. The Art & Science of Claiming Social Security Benefits

    March 11, 2016
    Find out more on the new rules about how you can claim Social Security benefits which will take effect on April 30.
  28. A Guide to Evaluating HSA Custodians

    February 18, 2016
    You have options in choosing the manager of your HSA, even if the account is through your employer. What to look for in ...
  29. Indexed Universal Life: Flexibility and Safety

    February 13, 2016
    A universal life insurance policy is a flexible form of permanent life insurance that offers the low-cost protection of term ...
  30. Income Relating: Now It Applies to Medicare

    December 31, 2015
    You can retire, but you can never retire from income tax planning.
  31. How to Avoid Penalties When Postponing Medicare

    December 18, 2015
    The rules and timing can be tricky; here's how to navigate them, without getting dinged by penalties.
  32. These Are the 5 Financial Products/Services the Ultra-Rich Care About

    December 9, 2015
    Learn about the financial products and services that wealthy individuals make use of to cater to their planning and wealth ...
  33. Why HSAs Appeal More to High-Income Earners

    December 7, 2015
    Health Savings Accounts are a good deal. But they're a better deal for some than for others. We parse how the plans work ...
  34. Can CareCredit be used for family members?

    December 2, 2015
    Learn more about the available options that CareCredit offers to pay for out-of-pocket medical procedures with little to ...
  35. Avoiding The Modified Endowment Contract Trap

    November 23, 2015
    To avoid MEC status, flexible-premium policies must cap the amount that can be paid into the policy over a period of seven ...
  36. Getting Through the Medicare Part D Maze

    November 18, 2015
    Having trouble sorting through your prescription drug coverage options? Try these solutions to finding the right Medicare ...
  37. Why the Wealthy Should Buy Lots of Life Insurance

    November 12, 2015
    Wealthy clients have an enviable problem — managing, preserving and growing wealth. Properly structured life insurance can ...
  38. How To Avoid Halloween Legal Issues

    October 29, 2015
    Halloween can actually be a very dangerous holiday; learn about the pitfalls and legal liabilities.
  39. How To Save On Your Cell Phone Bill

    October 20, 2015
    Mobile phones are now a way of life, but you shouldn't be paying more than $100 a month for your phone. Here are a host of ...
  40. 4 Ways to Get the Best Deal on a Car Lease

    October 20, 2015
    Car buyers typically negotiate when purchasing a vehicle, but many don't negotiate when leasing a car. There are several ...
  41. How to Financially Prepare for a Hurricane

    October 20, 2015
    Insurance isn't enough: How to ensure that you're ready financially for a natural disaster.
  42. How Unemployment Benefits Work

    October 19, 2015
    If you lose your job, be sure to apply for unemployment benefits. It's not welfare, but an insurance program that you and ...
  43. How Life Insurance Can Help Reduce Estate Taxes

    October 15, 2015
    Inheritance is a double-edged sword, as leaving money can create estate tax burdens. Opting for a life insurance plan can ...
  44. Brokerage Fee

    September 3, 2015
    Agents charge brokerage fees for facilitating transactions between buyers and sellers.
  45. Jim Yong Kim Success Story: Net Worth, Education & Top Quotes

    August 13, 2015
    Learn information about the life and success story of Jim Yong Kim, who rose from humble beginnings to become the head of ...
  46. The Financial Singularity Will Destroy Your Return

    July 28, 2015
    Given the current and future growth of financial technology, many believe algorithms will soon define what drives market ...
  47. Is It Worth It To Insure My Wedding Ring?

    June 26, 2015
    It depends, in part, on the ring's value and your current insurance coverage. Here's a guide to making a decision that's ...
  48. Looking To Insure Your Wedding Ring? Here's How

    June 26, 2015
    Read on for everything you need to know to make sure this precious possession is covered against theft, damage, loss and ...
  49. How To Insure Your Wedding Dress

    June 24, 2015
    It can be money well spent that ensures your gown is ready for your big day. Plus, insurance covers a groom's and other attendants' ...
  50. Asset Protection for High Net Worth Individuals

    June 5, 2015
    OK, you've made it. Here's how to hang onto it.
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Hot Definitions
  1. Trickle-Down Theory

    An economic idea which states that decreasing marginal and capital gains tax rates - especially for corporations, investors ...
  2. Derivative

    A security with a price that is dependent upon or derived from one or more underlying assets.
  3. Fiduciary

    A fiduciary is a person who acts on behalf of another person, or persons to manage assets.
  4. Sharpe Ratio

    The Sharpe Ratio is a measure for calculating risk-adjusted return, and this ratio has become the industry standard for such ...
  5. Death Taxes

    Taxes imposed by the federal and/or state government on someone's estate upon their death. These taxes are levied on the ...
  6. Retained Earnings

    Retained earnings is the percentage of net earnings not paid out as dividends, but retained by the company to be reinvested ...
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