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Image of a worried looking couple against the backdrop of a giant Social Security card. What-would-proposed-Social-Security-changes-mean-for-clients.

The future of Social Security solvency has been a topic of debate, especially during this election year. But what financial impact would each of the scenarios under discussion have on real Americans? And would those scenarios have any effect on the Social Security program over the long term?

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Two amendments placed on the November ballot by the Florida Legislature involve tax money. It’ s the part between $50,000 and $75,000 of a home’ s value as applied to the tax bases of all local governments except schools. But it could reduce taxes paid of all governmental agencies except schools, on the exemption that now excludes valuations between $50,000 and…

Equitable released a new study, “How to Plan for the Great Wealth Transfer,” aimed at helping financial professionals better understand the characteristics and goals of those who stand to benefit from the great wealth transfer in the United States. 
Image of a worried looking couple against the backdrop of a giant Social Security card. What-would-proposed-Social-Security-changes-mean-for-clients.

The future of Social Security solvency has been a topic of debate, especially during this election year. But what financial impact would each of the scenarios under discussion have on real Americans? And would those scenarios have any effect on the Social Security program over the long term?
Private equity interest in insurance assets is generating concerns.
Many Americans are concerned about risky assets.

Following recent market volatility, the majority of Americans want to reduce risk in their financial strategy and bolster their portfolio against future volatility, according to the 2024 Q3 Quarterly Market Perceptions Study from Allianz Life.
Illustration of woman talking to a man with a speech bubble that says: "$$." Women-and-money---know-the-right-language.

Working with women is one of the biggest opportunities financial professionals have today. But they must understand how women view money and know the right language to be a trusted advisor to them.