High Net Worth Insurance

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  1. Zika Virus: Latest Advice on Staying Safe

    Thinking of an escape to the Caribbean for some midwinter sunshine? Check in first to find out the latest on Zika.
  2. Life Insurance Premium Financing: Worth the Risk?

    Life insurance premium financing lets high net worth individuals buy costly insurance without liquidating assets.
  3. How You Can Protect Assets With Umbrella Insurance

    Here's why protecting your assets from litigation via umbrella liability insurance is a good idea.
  4. 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 ...
  5. How Your Health Savings Account Can Be a Tax Shelter

    For those that can afford it, the HSA is a powerful tax shelter. Here's why.
  6. Use Insurance to Protect Your Assets from Creditors

    Here's how carrying the proper levels of auto and umbrella insurance will keep your assets protected, no matter your net ...
  7. Why the Current Social Security Cost-of-Living Index Is Hurting Retirees

    The Social Security cost-of-living adjustment is just 0.3% in 2017; advocates say senior inflation's much more. Result: Medicare ...
  8. Security Advice for the Ultra Rich

    Kim Kardashian West is a reminder that visibly rich folks are targets. Here's how they can protect themselves.
  9. How to Financially Prepare for a Hurricane

    Insurance isn't enough: How to ensure that you're ready financially for a natural disaster.
  10. How to Protect Your Assets From Litigation

    Personal umbrella liability insurance can offer you big-time legal protection relatively cheaply, in case your existing policies ...
  11. 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 ...
  12. 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 ...
  13. The Wealthy Spend the Most on Healthcare

    The wealthy are now spending more on healthcare than the poor and middle class. But why?
  14. Helping Clients Avoid Retirement Landmines

    Your clients may hold well thought-out retirement plans, but things happen that can disrupt—or even derail—them. Know when ...
  15. 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.
  16. Is Captive Insurance a Legitimate Tax Shelter?

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

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

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

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

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

    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 ...
  22. Long-term Care: Traditional vs. Alternative Policies

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

    Why and how to use permanent life insurance to help provide for a family member with a disability or special needs
  24. 7 Issues to Consider When Determining Life Insurance Coverage

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

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

    The AARP predicts that by the year 2020 there will be a big shortage in the number of caregivers available to help the elderly. ...
  27. A Guide to Evaluating HSA Custodians

    You have options in choosing the manager of your HSA, even if the account is through your employer. What to look for in ...
  28. Income Relating: Now It Applies to Medicare

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

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

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

    Health Savings Accounts are a good deal. But they're a better deal for some than for others. We parse how the plans work ...
  32. Getting Through the Medicare Part D Maze

    Having trouble sorting through your prescription drug coverage options? Try these solutions to finding the right Medicare ...
  33. 4 Ways to Get the Best Deal on a Car Lease

    Car buyers typically negotiate when purchasing a vehicle, but many don't negotiate when leasing a car. There are several ...
  34. How Unemployment Benefits Work

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

    Inheritance is a double-edged sword, as leaving money can create estate tax burdens. Opting for a life insurance plan can ...
  36. Jim Yong Kim Success Story: Net Worth, Education & Top Quotes

    Learn information about the life and success story of Jim Yong Kim, who rose from humble beginnings to become the head of ...
  37. Ceding Commission

    A fee paid by a reinsurance company to the ceding company to cover administrative costs and acquisition expenses.
  38. Looking To Insure Your Wedding Ring? Here's How

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

    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' ...
  40. Asset Protection for High Net Worth Individuals

    OK, you've made it. Here's how to hang onto it.
  41. Indexed Universal Life Policies: Watch These Risks

    By properly vetting indexed universal life policies, advisors and savers can avoid contracts that could prove overly costly ...
  42. What is an indenture for a fixed income security?

    Learn about the indenture for a fixed-income security and its features, as well as the role of the trustee in administering ...
  43. The Real Cost Of A Speeding Ticket

    Speeding can come at a cost that goes well beyond one driver and one ticket.
  44. Is the banking sector appropriate for a growth investor?

    Explore the suitability of bank stocks as a sector appropriate for growth investors to consider including in their investment ...
  45. What are examples of popular companies in the financial services sector? (BRK.A, AE)

    Learn about some of the most popular and widely traded companies in the financial services sector and what types of businesses ...
  46. How does investing in the banking sector differ between the U.S. and Canada?

    Discover why some investors prefer Canadian to U.S. banks. Learn how trades of Canadian bank shares are executed in both ...
  47. What other sectors are most similar to banking?

    Learn valuable information about the many different subsectors in the financial services sector that most closely resemble ...
  48. What options strategies are best suited for investing in the financial services sector?

    Learn the options strategies top traders use to take advantage of the volatility in the financial services sector and the ...
  49. What are the main factors that drive share prices in the financial services sector?

    Learn what factors affect share prices in the financial services industry and how shrewd investors analyze those factors ...
  50. What average annual return does the financial services sector generate?

    Learn how the average annual return generated by the financial sector varies based on the period measured, and how this indicates ...
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Hot Definitions
  1. Yield Curve

    A yield curve is a line that plots the interest rates, at a set point in time, of bonds having equal credit quality, but ...
  2. Gross Profit

    Gross profit is the profit a company makes after deducting the costs of making and selling its products, or the costs of ...
  3. Risk Tolerance

    The degree of variability in investment returns that an individual is willing to withstand. Risk tolerance is an important ...
  4. Donchian Channels

    A moving average indicator developed by Richard Donchian. It plots the highest high and lowest low over the last period time ...
  5. Consumer Price Index - CPI

    A measure that examines the weighted average of prices of a basket of consumer goods and services, such as transportation, ...
  6. Moving Average - MA

    A moving average (MA) is a widely used indicator in technical analysis that helps smooth out price action by filtering out ...
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