The most natural use for permanent life insurance is to fund a legacy goal. Exhibit 7.4 compares the effectiveness of two strategies for meeting a legacy goal during retirement: “buy term and invest ...

Ambac Financial Group, Inc. (“Ambac”) (NYSE: AMBC), an insurance holding company, announced that at the special meeting of shareholders (the “Special Meeting”) held earlier today, its shareholders ...

How do you focus on financial wellness in the midst of a pandemic? Whether you’re seeking prescriptive measures or a bit of preventative medicine, don’t delay sustainable financial wellness planning.

Katie May Yoder is an attorney and regional director of personal trust at Fifth Third Private Bank. Challenging economic times call for well-thought-out plans. Those plans often include trusts and ...

Discover strategies financial advisors can use to craft personalized family financial plans, addressing budgeting, saving, ...