Darla Mercado writes about retirement issues and products, including taxes, annuities and 401(k) plans. She welcomes feedback and tips from readers on interesting topics. Outside of the newsroom, Darla spends her time inline skating, biking, running and swimming. She Tweets at: @Darla_Mercado
Expected to launch in fourth quarter, platform hits regulatory snag.
Five questions for Dr. Carolyn McClanahan, a physician and director of financial planning at Life Planning Partners.
Group banned in an attempt to deter en-masse trading
The life insurer unveiled more on its plans for the structured-product annuity in a regulatory filing this week.
Though many clients will see fees rise for protection riders, some will experience a decrease.
Although variable annuities were helpful to the most nervous clients during the financial crisis, financial advisers admit that…
Industry gadfly to continue writing on his blog.
Strategies to mitigate new surtax could kick Medicare prices higher
Advisers and clients might want to take a closer look at the tactics they’re using to mitigate the…
The Affordable Care Act has small businesses grappling with tough choices on employee health plans
