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Image shows a retirement cake
Common reasons for retiring earlier than anticipated include health issues that prevent performing the job, an unexpected job loss, and being financially ready earlier than expected. (This image was created with AI)

According to a new Allianz study, 54% of Americans say they would retire immediately if they won the lottery.
Image shows a couple getting financial advice
Life settlements offer a way to unlock much needed liquidity from existing assets. (This image was created with AI)

Recent five-year data from the Life Insurance Settlement Association tells an interesting story about the life settlement business.

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Image shows a retirement cake
Common reasons for retiring earlier than anticipated include health issues that prevent performing the job, an unexpected job loss, and being financially ready earlier than expected. (This image was created with AI)

According to a new Allianz study, 54% of Americans say they would retire immediately if they won the lottery.
Image shows a couple getting financial advice
Life settlements offer a way to unlock much needed liquidity from existing assets. (This image was created with AI)

Recent five-year data from the Life Insurance Settlement Association tells an interesting story about the life settlement business.

Internal Revenue Service Chief Executive Officer Frank J. Bisignano and Senator Bernie Moreno toured the Cleveland area today to highlight Working Families Tax Cuts Act provisions on no tax on car loan interest, no tax on overtime, and the enhanced deduction for seniors. "It's rewarding to visit Ohio and see first-hand how President Trump's Working Families…
Image shows a cartoon family at a lake
An Irrevocable Life Insurance Trust can help keep precious vacation holdings within the family. (This image was created with AI).

Summer vacations at special family properties can open the door for important discussions on passing down those holdings to the next generation.
Image shows a cartoon version of a retired couple
Retirees have very real concerns about outliving their money or needing it later for health care or other major expenses.

New data from Security Benefit shows that two in five financial professionals say 30% or more of their clients spend less than they can in retirement.

Prairie Wealth Advisors, a registered investment advisor providing families with bespoke investment management and wealth planning, today announced a strategic merger with The McEwen Group. The move builds on a long-standing relationship between Prairie Wealth founder and CEO Craig Hundt and Tim McEwen, CFP ®, managing director of The McEwen Group, who…

New research published recently by the Employee Benefit Research Institute finds that many retirees do not draw down their assets in a smooth or predictable way over retirement, and that access to guaranteed income streams, such as defined benefit pension income, may play an important role in helping retirees preserve assets and manage financial shocks later in life.

Measure ER in Los Angeles County is a one-half percent sales tax increase to pay the cost of providing full health insurance to illegal immigrants. It was placed on the ballot by a 4-1 vote of the Board of Supervisors, with only Kathryn Barger in opposition. Proponents, led by Supervisor Holly Mitchell, insist that this tax increase is necessary because of federal…
Image shows a cartoon of a therapist and a woman on a couch
Listening carefully to clients can reveal plenty about their concerns.

Your client may not always tell you when they’re lost. That is when being in tune to the key messages contained in body language can help an advisor.
Image shows two figures sitting on a pile of coins
Two-thirds of Americans would support a SECURE 3.0 package that includes retirement income.

Defined contribution plan sponsors increasingly support approaches that help workers convert retirement savings into a dependable income stream.