Author: awbfinancial4

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The Long-Term Care Planners’ Club Meeting

What You Need to Know One in three seniors die with dementia. Dementia costs the U.S. economy $345 billion per year. Just keeping systolic blood pressure below 125 could do some good. Working in...

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New SEC Risk Alert Warns of T+1 Transition

Shortening the standard settlement cycle will affect market participants, such as broker-dealers, clearing agencies, including those that are central matching services providers, and RIAs, by requiring changes to their business practices, computer systems, and technology solutions,...

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HSB Introduces Cyber Insurance for Autos

Cyber for Auto covers the owners of personal vehicles Designed for cyber threats on the road Covers cyber-attacks, ransomware, and identity theft Safeguards data stored in cars and connected apps Hartford, CT (Mar. 26,...

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Deducting Medicare Premiums

What You Need to Know Most clients can deduct the premiums only if they can itemize their medical expenses. The threshold is 7.5% of adjusted gross income. Self-employed clients can do more. As tax...

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Three Important Macro Trends Shaping Risk

Iryna Lozynska, Product Innovation Strategist, HSB Canada — Iryna Lozynska, Product Innovation Strategist New Solutions, helps us understand three emerging risks facing businesses and consumers, walking us through the most important macro trends she...

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Everything to Know About RMD Planning for 2024

What You Need to Know The age for required minimum distributions to commence remains at 73 for 2024. Planning should include strategy for this tax year and for future years as applicable. In some...