Richard Rosen is a financial planner and an expert in writing about financial planning topics. He has 20+ years of experience as a CFP®. Thomas J Catalano is a CFP and Registered Investment Adviser ...

A loan regime split-dollar life insurance arrangement can be an important option to provide retirement benefits to nonprofit executives while mitigating the impact of tax provisions that impact other ...

As a former claims handler and fraud investigator, Jason Metz has worked on a multitude of complex and multifaceted claims. The insurance industry can be seemingly opaque, and Jason enjoys breaking ...

Many employers struggle to hire and retain key employees. In addressing this challenge, employers will sometimes add unique benefits to the compensation package offered to such individuals. In fact, ...