Persistent and rising health care costs, coupled with longer life expectancies, are driving a sharp rise in retirement anxiety, according to MetLife’s new 2026 Paycheck or Pot of Gold Study.
The SEC Division of Enforcement announced important updates to its Enforcement Manual to improve the consistency and uniformity of investigative practices
If you’ re wondering why there are tax increases on top of tax increases this year, coming soon to a ballot near you if you haven’ t seen them already, one reason is Medi-Cal spending. In California, 14.5 million people are on Medi-Cal, the safety-net health insurance program for low-income people. A new report from the Legislative Analyst’ s Office warns that Medi-Cal…
QLACs are not common, so it’s less likely for advisors to recommend them to clients in comparison to other fixed income options.
–Two of the nation's largest credit rating agencies are sounding alarms about New York City's escalating budget crisis, as Mayor Zohran Mamdani ramps up spending and pushes for tax increases to offset projected revenue shortfalls. “We believe the use of reserves for baseline budget management in the near term rather than developing other corrective…
Iowa House lawmakers are advancing legislation that would place a temporary tax increase on some health insurance companies in the state— matching a similar legislative proposal moving in the Senate. The House bill, like its Senate counterpart, would temporarily increase the tax on health insurance premiums from 0.925 percent to 3 percent to help the state…
Persistent and rising health care costs, coupled with longer life expectancies, are driving a sharp rise in retirement anxiety, according to MetLife’s new 2026 Paycheck or Pot of Gold Study.
Iowa House lawmakers are advancing legislation that would place a temporary tax increase on some health insurance companies in the state— matching a similar proposal moving in the Senate. The House bill, like its Senate counterpart, would temporarily increase the tax on health insurance premiums from 0.925% to 3% to help the state cover increasing Medicaid…
In addition to the tax increase, which lawmakers estimated would provide the state $173 million in one-time funds and $61 million in the years following, the bill also would route $70.3 million from the state General Fund to the Iowa Department of Health and Human Services for the state's Medicaid program. Green said the "One Big Beautiful Bill" Act approved by…
The SEC Division of Enforcement announced important updates to its Enforcement Manual to improve the consistency and uniformity of investigative practices
There is still time to make some sound financial decisions that will help those planning for their retirement, making March a great time for a market reality check.
Millennial couples are due to inherit substantial assets in the coming years.
A proposal to temporarily increase a state tax on health insurance premiums to help cover a $1 billion shortfall in the state budget will impact Wellmark Blue Cross and Blue Shield, the state's largest health insurer, much less than the company originally feared, Wellmark officials and state administration leaders said Thursday. Kim Reynolds'…
DES MOINES— A proposal to temporarily increase a state tax on health insurance premiums to help cover a $1 billion shortfall in the state budget will impact Wellmark Blue Cross and Blue Shield, the state's largest health insurer, much less than the company originally feared, Wellmark officials and state administration leaders said Thursday.
Technology could help seniors close the retirement savings gap.
With many Americans’ retirement savings falling far short of what they really need for long-term financial security, technology could be leveraged to help close the gap.
Although Black Swan events are not seen to be immediately likely, these rare, high-impact scenarios are perceived as increasingly plausible and should be considered by executive boards given their potential consequences.
Haselkorn& Thibaut wins $1.28 M FINRA award against Fidelity over structured note losses, intensifying its investigation into Vora Wealth Management strategies. PALM BEACH, FL, UNITED STATES, March 3, 2026/ EINPresswire.com/– Haselkorn& Thibaut, a national investment fraud law firm, has announced a FINRA arbitration award totaling over $1.28 million in…
Market reports are the basis for objective, data-driven, investment decision-making.
The Securities and Exchange Commission and three defendants in a civil enforcement case, including prominent social media influencer Taino “Tai” Lopez, say settlement negotiations are heating up.
A new book from Jamie Hopkins and Bonnie Treichel focuses on retirement planning.