Affluent

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  Rising health costs remain top concern of affluent

  By Warren S. Hersch  |  May 20, 2013

  The survey finds that rising healthcare expenses remain a top concern of 80 percent of mass affluent investors. This is down from 84 percent in October 2012 and 89 percent in April of 2012.

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  Time is running out for Social Security's "file and suspend"

  By Robert Bloink, William H. Byrnes  |  April 29, 2013

  Changes to Social Security have renewed the urgency for maximizing benefits for high net worth clients.

• 7 smart money moves to make before the stock market rally ends

  By Staff Writer  |  April 23, 2013

  This bull market isn’t going to run forever.

• How did the world's rich get that way? Luck

  By Staff Writer  |  April 23, 2013

  You could possibly win if you decide to play the lottery, but your chances for riches are better if your parents are loaded.

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  DIY management of portfolios down among wealthy investors

  By Warren S. Hersch  |  April 18, 2013

  But 40 percent of mass affluent investors say that they still enjoy investing and would not want to stop.

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  Nationwide flags gender differences on tax code changes

  By Warren S. Hersch  |  February 19, 2013

  Sixteen percent of women foresee a decrease in income stemming from tax code changes versus 31 percent of men.

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  What do multi-millionaires give on Valentine’s Day?

  By Warren S. Hersch  |  February 8, 2013

  Among the affluent, not very many plan to buy flowers, chocolate, jewelry or gifts to express their love for their significant other.

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  ELNY appeal dismissed

  By Elizabeth D. Festa  |  February 7, 2013

  The appeals court finds annuitants were not denied due process. Liquidation awaits any court action.

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  Moody’s: Review of annuity sales could hurt U.K. insurers

  By Maria Wood  |  February 4, 2013

  Britain’s Financial Services Authority wants to know if pensioners are getting a fair deal when they purchase annuities.

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  ACLI tells Fed its concerns for capital stress tests

  By Elizabeth D. Festa  |  January 30, 2013

  The Council of Life Insurers also suggests little to no public disclosure of insurer stress test results.