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An integral part of the financial planning process is understanding what your client needs.

An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have.

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Image shows two men at a table.
An integral part of the financial planning process is understanding what your client needs.

An integral part of the financial planning process is understanding what your client needs, versus what’s a nice-to-have.

WASHINGTON— President Donald Trump announced the outline of a health care plan Thursday that he wants Congress to take up as Republicans face increasing pressure to address rising health costs after lawmakers let subsidies expire. The cornerstone of his proposal is to send money directly to Americans for health savings accounts to handle insurance and…

AmeriLife Group, a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions, announced the appointment of Todd Buchanan as president of AmeriLife Wealth.

The following information was released by Iowa Senator Charles Grassley:. Floor Remarks by Senator Chuck Grassley of Iowa. Recently, the Department of Health and Human Services' Inspector General published an audit that found millions of dollars were paid out from state Medicaid programs to Managed Care Organizations for deceased enrollees.
Advisor meeting with clients, neither looking very happy.
Financial professionals and their clients have sharply different views on whether they discuss critical health-related issues during retirement planning.

Financial professionals and their clients have sharply different views on whether they discuss critical health-related issues during retirement planning, according to the final chapter of Alliance for Lifetime Income by LIMRA’s 2025 Protected Lifetime Income & Planning study.

—Up until this week, Wall Street has generally benefited from the Trump administration’ s policies and has been supportive of the president. When President Donald Trump signed the One Big Beautiful Bill into law in July, it pushed another significant round of tax cuts and also cut the budget of the Consumer Financial Protection Bureau, at times the banking…

Senate leaders are signaling caution, warning that dramatic tax cuts could destabilize local governments, which rely heavily on property taxes to fund local services. Democrats, who have little power in the Florida Capitol, are framing affordability as a crisis driven by insurance markets, housing shortages and stagnant wages, and have rolled out a slate of…