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].
Nearly half of Americans surveyed plan to file for Social Security benefits before reaching full retirement age, leaving money on the table.
A T. Rowe Price/MIT study reveals how retirement investors’ allocation preferences and accumulated savings become more diverse with age.
Nationwide is broadening its long-term care (LTC) portfolio with the launch of Nationwide CareMatters Annuity.
The intent to purchase long-term-care insurance (LTCI) appears to be declining among some Americans., according to a Nationwide survey.
Many Gen Xers are moving closer toward retirement with a lot of uncertainty about the state of their finances.
October is Financial Planning Awareness Month, an opportunity for advisors to engage with existing clients and attract prospects.
Households with $5 to $10 million in investable assets have a high comfort level with market volatility, a recent study finds.
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.
