On the Cover: January 2025

Published on December 16, 2024

Legal Editor Anna Sulkin Stern discusses this month's cover art.

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Annuity Issuers Still Struggling to Protect Asset Share: SIFMA

December 16, 2024
Contract asset growth has been strong, but growth in IRAs and employer-sponsored plans has been stronger.      Related StoriesCould a Term-Limited Trump Finally ‘Fix' Social Security?A Top DOL Official Lays Out Her Year-End PrioritiesBob Doll Grades his 10 Predictions for 2024

My Uncle’s Early Death Hit Our Family Hard: A Case for Estate Planning

December 16, 2024
We all know someone who has passed away without their affairs in order. As financial advisors, we have a responsibility to ensure that this doesn’t happen to our clients.