Newsom v. Reliance Standard Life Ins. Co., No. 20-10994, __ F.4th __, 2022 WL 500403 (5th Cir. Feb. 18, 2022) (Before Circuit Judges Higginbotham, Stewart, and Wilson). When an ERISA administrator denies a benefit claim because the claimant is not an eligible plan participant, what happens when a court later rules that this decision was […]
Monthly Archives: February 2022
Love and Legacy: Are Children’s Affections Related to Parents’ Bequest Intentions? A study by Matt Sommer, PhD, CFA, CFP, and HanNa Lim, PhD, CFP, investigated whether positive and negative affection shown by children towards their parents was associated with their parents’ bequest intentions. In a final sample of 1,534 adults aged 50 and older, a […]
Mike McGlothlin CFP®, CHFC®, CLU®, LUTCF®, NSSA® When I am out on one of my weekly long runs, I try to listen to music to make the time and miles go by faster. It doesn’t always help as you get deep into 15-mile (or longer) run, but one of my favorite bands to listen to […]
Prolow v. Aetna Life Ins. Co., No. 20-80545-CIV-MARRA, 2022 WL 263165 (S.D. Fla. Jan. 27, 2022) (Judge Kenneth A. Marra). This week’s notable decision represents a significant victory – one of the first of its kind – in emerging litigation challenging denials of coverage for Proton Bean Radiation Therapy for cancer patients. Tim Rozelle of […]
Student Loans, Financial Well-Being, and the Role of the Financial Planner Obtaining a college education can yield a variety of positive financial and nonfinancial outcomes for individuals and their families. However, this can come at a cost, and these costs are rising. So, too, is the volume of student loan debt. The question then is […]
Anne Bachrach, The Accountability Coach https://www.hipcast.com/podcast/Hy2pCPnq Life is in continual motion. There seems to be a blur between life and work and that is especially true for an entrepreneur. Entrepreneurs, it seems, have a harder time separating work and life and home; they feel they need to be always available and always in “client search […]