Younger investors want an advisor to serve as a facilitator for cross-generational retirement and financial planning discussions, while older investors are largely declining to take that step.
Looking at healthcare costs in relation to Social Security or projected overall retirement income provides a way to frame these expenses and plan to account for the impact of healthcare inflation.
“It’s amazing how resilient and flexible the global economy is” in the wake of current geopolitical trends that are reshaping the investment landscape, said Jack Aldrich, BlackRock’s director for geopolitical research and strategy.
Younger investors want an advisor to serve as a facilitator for cross-generational retirement and financial planning discussions, while older investors are largely declining to take that step.
Looking at healthcare costs in relation to Social Security or projected overall retirement income provides a way to frame these expenses and plan to account for the impact of healthcare inflation.
“It’s amazing how resilient and flexible the global economy is” in the wake of current geopolitical trends that are reshaping the investment landscape, said Jack Aldrich, BlackRock’s director for geopolitical research and strategy.
The Digital Asset Market Clarity Act advanced out of the Senate Banking Committee recently in a bipartisan vote. If it becomes law, what will it mean?
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…
Many insurers are still using AI for existing underwriting and claims rather than redesigning how those workflows operate.
Medical bills are one of the leading reasons Americans raid their retirement accounts early.
Pooled employer plans represent an opportunity in the defined contribution plan space, although few DC plan advisors are familiar with them.
These shifts are expected to unlock new revenue pools, reshape operating models, and expand access to financial products.
Summer vacations at special family properties can open the door for important discussions on passing down those holdings to the next generation.
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.
Returning home to live with their parents is becoming a defining feature of life for many young adults, according to Thrivent’s fifth annual Boomerang Kids Survey.
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…
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.
A recent Pacific Life survey found that 52% of executives expect electronic health records to have the greatest impact on underwriting in the next few years.
Defined contribution plan sponsors increasingly support approaches that help workers convert retirement savings into a dependable income stream.
Historically treated as a short-term, minor issue, menopause hasn’t been built into retirement models as a sustained driver of healthcare costs.
The push to bring alternative investments into 401(k) plans “is quickly becoming the most dynamic and complicated topic in the financial services space,” said Gina Alsdorf, an attorney with Carlton Fields.
