Why are an increasing number of households in the U.S. moving investable assets across their financial stores? A recent study takes a look.
Industry experts say a new trend of employers offering long-term care solutions could help bridge a coverage gap that’s edging towards a crisis.
Many Americans will be pleasantly surprised during this year’s income tax filing season – 2026 is shaping up to deliver the largest average tax refunds on record.
Snowden will succeed Kevin R. Keller, CAE, who is retiring after nearly two decades of leadership.
When it comes to retirement security and readiness, most Americans are not ready at all, according to a recent study.
The coming year will bring increased market volatility and a slowing in U.S. gross domestic product as the economy contends with a slackening labor market and the impact of tariffs.
Although financial advisors offer a range of services, affluent clients are focusing on just a few key services.
Why advisors are more important than ever in helping Americans plan for retirement.
A recent study found that more than half of Americans have either stopped or reduced retirement savings due to the economic environment.
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…
The House of Representatives passed a bill Thursday to require plan sponsors to maximize returns as the highest priority over ESG factors.
A recent study finds that most retirees are increasingly using technology, including for financial and retirement planning purposes.
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.
CFP Board reported a milestone year in 2025, with record numbers of new CFP certificants and exam candidates.
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.
Americans are envisioning their retirement years as a launchpad for adventure, active living, and passion projects.
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…
Many Americans are ready to leave an economically turbulent 2025 behind and achieve greater financial goals in 2026.
