Raising Private Savings

What might be called the financial version of universal health care is currently the topic of intense discussions and negotiations on Capitol Hill.

The Sacrificial Payroll Tax

Idle talk about suspending the payroll tax is making 'blue' Senators blue. We get answers from Social Security expert Eugene Steuerle of the Urban Institute.

An Income-Generating ‘Collar’

Using a 'protective net-credit collar,' the Nationwide Risk-Managed Income ETF has distributed monthly income at an annual rate of 7.88% in 2020, while appreciating 10%. Is there a catch?

Life Insurers’ Bermuda Triangle, Part II

The humble fixed indexed annuity is at the center of the restructuring hurricane that has swept through the life insurance industry in recent years. We bring you the second article in a series on the topic.
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P&A Group Targets Fee-Based Plan Advisors

A unit of the Buffalo, NY-based firm has partnered with the CIF Marketplace to supplement their mutual fund and ETF product base with collective investment funds (CIFs).