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Top Stories

May 1, 2026
Image shows a packed room with Trump on a screen.
The administration said workers will be able to open accounts through a new federal website, TrumpIRA.gov, beginning next year.

Trump targets ‘retirement gap’ with new executive order

President Donald Trump on Thursday signed an executive order aimed at expanding access to retirement savings accounts for millions of workers who lack employer-sponsored plans.

May 1, 2026
Image shows an advisor meeting with a kid
Millennials and Gen X are starting to prioritize retirement income earlier in their careers.

Younger investors are engaged and advisors must adapt

Younger clients are moving away from accumulation-only thinking to a more balanced approach that includes protection and income planning.

May 1, 2026

Plugging the hidden budget leaks of retirement

What advisors should help clients rethink before and after age 65.

More Stories

May 1, 2026
Image shows a packed room with Trump on a screen.
The administration said workers will be able to open accounts through a new federal website, TrumpIRA.gov, beginning next year.

Trump targets ‘retirement gap’ with new executive order

President Donald Trump on Thursday signed an executive order aimed at expanding access to retirement savings accounts for millions of workers who lack employer-sponsored plans.

May 1, 2026
Image shows an advisor meeting with a kid
Millennials and Gen X are starting to prioritize retirement income earlier in their careers.

Younger investors are engaged and advisors must adapt

Younger clients are moving away from accumulation-only thinking to a more balanced approach that includes protection and income planning.

May 1, 2026

Plugging the hidden budget leaks of retirement

What advisors should help clients rethink before and after age 65.

Hagens Berman: Retired First Responders Sue Washington State over Rights to $3.3B Pension Funds Threatened by Lawmakers

April 30, 2026

Attorneys at Seattle- based Hagens Berman represent a proposed class of thousands of retired police officers and firefighters in a class-action lawsuit filed against the state of Washington to halt allegedly unlawful transfer of $3.3 billion or more in retirement funds established for first responders. The lawsuit was filed April 30, 2026, in the U.S….

April 30, 2026

Financially support your adult children without risking your future

The key is learning how to strike the right balance between providing financial support and protecting long-term security.

NY insurance agent and Ponzi schemer faces 4-12 years in prison

April 29, 2026

A central New York tax preparer and insurance agent who admitted to operating a decades-long Ponzi scheme that defrauded nearly…

Economic pressure makes boomerang living a new normal

April 28, 2026

Returning home to live with their parents is becoming a defining feature of life for young adults, according to Thrivent’s fifth annual Boomerang Kids Survey.

Millennials ready to bring their advisor to the family table

April 28, 2026

As the largest intergenerational wealth transfer in history gets underway and baby boomers advance deeper into their retirement journey, a striking generational divide is emerging.

April 28, 2026

The gap between policy awareness and investor conversations

A concerning gap exists between widespread investor awareness of policy issues and meaningful planning conversations that address these risks, a recent survey revealed.

April 27, 2026

Younger investors turn to ‘finfluencers’

Young investors may seek out finfluencers because they feel more connected with them in terms of their background, age or life situation.

April 24, 2026
Image shows a couple in a split screen
Modern retirement income software allows advisors to integrate a wide range of financial variables into a single model.

Using digital retirement modeling to strengthen client understanding

The complexity of retirement planning creates uncertainty for many. They may have significant savings but struggle to visualize what those assets actually mean for their future.

Fear of outliving money at a record high

April 23, 2026

Americans growing worry about running out of money has increased significantly over the last five years, according to the 2026 Annual Retirement Study from the Allianz Center for the Future of Retirement.

Cognitive decline is a growing threat to financial security

April 23, 2026

While market volatility and inflation often dominate retirement planning discussions, new research from the LIMRA Retirement Income Institute finds that age‑related cognitive decline may pose an equally serious threat to retirement security.

April 22, 2026
Image shows a finger set to push a CFP Career button
Switching to a certified financial planning career can appear daunting.

Two lessons career changers wish they knew before starting the CFP journey

Changing careers has a way of making you feel like you’re starting from zero.

April 21, 2026
Fewer of Americans say they feel confident they have enough money to live comfortably throughout retirement.

Americans less confident about retirement as worries grow

own from last year, 64% of Americans say they feel confident they have enough money to live comfortably throughout retirement, as financial strain, rising costs and growing concern about the future of Social Security and Medicare continue to weigh on workers and retirees alike, according to the 2026 Retirement Confidence Survey.

April 20, 2026
Image shows a man with pieces of paper in both hands and question marks above his head.
Thirty-seven percent of Americans say they use a financial professional to learn about money.

6 in 10 Americans struggle with financial decisions

Only 40% of Americans are extremely or very confident in their ability to make and execute financial decisions, according to a Corebridge Financial survey.

Trump bets his tax cuts will please Las Vegas voters on his swing West

April 16, 2026

—President Donald Trump is betting that the tax cuts he signed into law last year will resonate with voters in Las Vegas, where he highlighted his tax breaks for tipped workers in an appeal targeted at this year's midterm elections. The president recalled in his remarks how a woman in Las Vegas gave him the idea to make tips tax-free, a move that he said is now helping“…

Lifetime income is the missing link to global retirement security

April 15, 2026

Prudential Financial announced new global research conducted by the Global Aging Institute showing that while retirement savings have grown in many countries, most systems still leave individuals on their own to manage the risk of outspending or outliving their savings.

April 15, 2026

Don’t let caregiving derail your clients’ retirement

Nearly one-quarter of U.S. adults (23%) are members of the Sandwich Generation, and this generation may be the next wave of America’s retirement crisis.

April 15, 2026

The ‘magic number’ for retirement hits $1.45M

The “magic number” Americans believe they need to save for a comfortable retirement climbed to $1.46 million in 2026 – $200,000 more than last year and in line with 2024 estimates.

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