Ayo Mseka has more than 30 years of experience reporting on the financial services industry. She formerly served as editor-in-chief of NAIFA’s Advisor Today magazine. Contact her at [email protected].
Americans who have both young children and aging parents are struggling to stay on track toward retirement and long-term financial goals.
Concerns about global trade and tariff changes are adding to the financial pressures that many American retirees are facing.
Nearly 3 out of 5 people surveyed said they made regrettable financial decisions based on misleading information they received online
Choosing the right accounts to save into can help younger and lower-asset households, according to a report by Hearts & Wallets.
A new Jackson National study exposes a surprising truth: Risk-averse investors may be vulnerable to a different form of market risk.
Micro 401(k) plans are set to rapidly expand over the next few years due to incentives provided by SECURE 2.0, and states mandates.
Divorcing near or after retirement – “gray divorce” – presents unique challenges for a couple that has created a joint retirement strategy.
A 529 plan, with its tax benefits, can be a great way to save for a college education. How aware, though, is the average American of the 529 plan and its advantages?
Many pre-retiree surveyed say they no longer subscribe to traditional retirement norms and strategies, such as the 4% Rule.
Financial planners are significantly increasing their use of alternative investments, amid ongoing economic uncertainty.
A rising number of workers who are saving in 401(k) plans say it is important for their retirement plans to provide life-time income options.
Gen Z investors are exhibiting unexpected spending behaviors and digital strategies to navigate their financial challenges.
In the face of The Great Wealth Transfer, it is important for wealth managers to follow best practices, according to The Cerulli Report.
Some helpful tips that financial professionals can use to increase their chances of selling LTCI to their younger prospects and clients.
Most financial advisors are working with clients who have caregiving responsibilities. Most believe caregivers require more support.
Retirement is a significant emotional transition that many clients “simply aren’t emotionally prepared for,” according to the FPA.
U.S. small business owners want to invest more in workplace solutions for their employees’ health and finances.
of 25 and 39 is “highly important” or “critical.”
The movement to fee-based services is being driven by a move from commissions to asset-based fees among wirehouse and broker/dealer channels.
We often read about consumers’ need for long-term care, but what do consumers think about the need for such protection?
