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Comparing disability insurance quotes takes more than just comparing premiums. You have to dig in and read the contracts. In our previous post, we covered some basic policy features to look out for. Here, we outlined below some of the more important disability insurance contract provisions.
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Not long ago, a typical retiree enjoyed a pension benefit provided by their employer, a guaranteed income stream for as long as the retiree (and the spouse) lived. It was entirely employer-funded, a sort of a reward in exchange for a job well-done and loyalty. Some employers were generous enough to even subsidize all or most of health benefits during retirement.
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Generally positive capital markets along with ample helpings of uncertainty have been the primary feature of this last quarter in the financial markets. A fair sprinkling of positive developments have continued to influence the bullish among us as inflation moderated, jobs remained plentiful, the debt ceiling standoff was resolved and folks contemplated the potential productivity enhancing attributes of many of the AI related technologies.
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A while back, our professional colleague, Steve Parrish, Co-Director of the American College Center for Retirement Income, graciously gave us permission to post his article in Forbes on a tax-saving strategy for business sale. Well, here is another insightful article, this time for folks nearing retirement. If you or your loved ones are nearing retirement, this is a must-read. Here it is in its entirety.
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About 6 months ago, we invited our trusted partner and mortgage professional, Scott Bothel of North Pacific Mortgage, to write a guest post for us to share his thoughts on the state of mortgage interest and what it meant for us. Well, he's back with an update with his own blog post and we asked for permission to share it with you. Here it is in its entirety.
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To our friends who are tax and estate planning professionals, we hope you are enjoying the warmer weather. Here is another list of articles that I hope you find interesting and helpful to your practice.
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The Federal Reserve Open Market Committee raised the Fed funds rate today by 0.25% to a new range of 5.00-5.25%. The vote was unanimous. Starting from 0.00% just over a year ago, this continues to be the quickest and most robust hiking cycle since the early 1980s.
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This year markets started on a positive note with substantial gains in stocks but ebbed a bit in March with concerns about the banking sector. March however, as the saying goes, came in like a lion and out like a lamb as concerns eased about the banking situation.
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The Federal Reserve Open Market Committee unanimously raised the fed funds rate today by 0.25% to a range of 4.75-5.00%. Starting from 0.00% just a year ago, this continues to be the quickest and most robust hiking cycle since the early 1980s.
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Declines in the stock market and a deterioration in sentiment in recent days were partially due to sharp banking sector declines this week. These stemmed from worries over what started as capital crisis in a couple of specific California banks (SVB Financial/Silicon Valley Bank and Silvergate), ending their failures within a few days.
