December 11, 2024 Middle-income households exceeding retirement savings expectations Middle-income households are generally applying strong retirement savings habits and behaviors, according to a recent survey.
December 4, 2024 How financial advisors can help clients improve financial stability While a recent study credits employers for helping improve workers’ financial health, financial advisors also can assist clients in this way.
November 19, 2024 How important is a written financial plan? Financial advisory practices that incorporate comprehensive services, including a written financial plan, are more successful.
November 18, 2024 Study: Many Americans fear Medicare won’t be there when they need it Americans are increasingly concerned about the future of Medicare, with many fearing that the program will not be around when they need it.
November 11, 2024 Needs and challenges faced by consumers seeking LTC insurance A new survey by One America Financial is shedding light on the needs, barriers and challenges consumers face on their long-term care journey.
November 7, 2024 Gen Z not following the typical path to retirement Many members of Gen Z are not following the traditional path to retirement, according to a study by the TIAA Institute.
October 31, 2024 Taming market volatility risk is a must for investors Americans see risk reduction in the face of market volatility as their key requirement for financial advisors.
October 21, 2024 Hispanic Americans report the greatest need for life insurance Hispanics Americans report having the lowest ownership among any racial or ethnic group over the last decade, according to a recent study.
October 16, 2024 How financial advisors can stand out in the crowd What are the methods that financial advisors can use to differentiate themselves, drive business and grow their financial practices?
October 15, 2024 ‘Sandwich generation’ women say caregiving impacts financial goals Caring for both children and parents or relatives has hurt the ability of women in the sandwich generation to save for their financial goals.
October 4, 2024 Most Americans fear financial decline if their preferred candidate loses Nearly 4 in 5 Americans expect their personal finances to decline if their preferred candidate loses the presidential race.
October 1, 2024 From office helper to wealth firm president — With Elizabeth Dipp Metzger Before she became New York Life’s highest-producing Latina advisor, Elizabeth Dipp Metzger was a young mother helping her husband sell insurance.
October 1, 2024 Emotional intelligence is a sought-after skill for advisors Advisors must ensure their clients feel that their needs are heard and supported.
September 26, 2024 Navigating the Hurdles: A guide to selling LTC insurance There are many challenges in selling long-term-care insurance. So, what does it take to rev up sales of this much-needed product?
September 23, 2024 Are all millionaires confident in their financial plans? While nearly half of millionaires surveyed believe their financial plans need improvement, those with financial advisor feel more confident.
September 19, 2024 Are consumers receptive to an in-plan, retirement-income solution? New research reveals how consumer feel about retirement income solutions offered within an employer-sponsored retirement plan.
September 17, 2024 How much do Americans really know about Social Security? More than half of Americans surveyed said that they do not know much about Social Security or how it will fit into their retirement plan.
September 12, 2024 Retiree health care costs rise to new high, study finds A 65-year-old retiring this year can expect to spend a record high in health care and medical expenses throughout retirement, a study finds.
September 12, 2024 ETF adoption strong among financial advisors, institutional advisors More than two-thirds of financial advisors “always” or “often” recommend exchange traded funds (ETFs) to their clients.
September 9, 2024 Consumer misunderstanding may contribute to life insurance coverage gap A recent Corebridge life insurance survey finds that misunderstandings around cost could help explain the life insurance coverage gap.