Many investors today are looking beyond the typical mix of stocks, bonds and mutual funds.
Financial planners are significantly increasing their use of alternative investments, amid ongoing economic uncertainty.
By a wide margin, most Americans today continue to trust financial advisors with their money management over artificial intelligence tools alone.
The increasing complexity of wealth transfer makes collaboration less of an option and more of a necessity.
A rising number of workers who are saving in 401(k) plans say it is important for their retirement plans to provide life-time income options.
Reverse mortgages—specifically the Home Equity Conversion Mortgage (HECM)—have matured significantly over the last 20 years.
Optimism might be the real key to retirement readiness, especially for Generation Z.
Jul. 29— By Allison Kite, Star Tribune. Over the first four years, DHS expects the Medicaid changes to cost Minnesota and health care providers $1.4 billion in lost federal funding. Costs to enrollees are expected to rise, said John Connolly, a deputy commissioner for DHS.
The American Council of Life Insurers released its July 2025 Financial Resilience Index measuring middle-class households’ ability to manage financial challenges and plan for a stable future.
Americans are becoming more careful – and insecure – about their financial planning as the economy seems to become less stable.
Over the first four years, DHS expects the Medicaid changes to cost Minnesota and health care providers $1.4 billion in lost federal funding. Costs to enrollees are expected to rise, said John Connolly, a deputy commissioner for DHS, adding that Minnesotans will likely forego preventative care only to wind up in hospitals with emergencies.
A mild slowdown in economic growth, a pullback in consumer spending and uncertainty over the impact of tariffs will impact the U.S. economy in the second half of 2025.
From new laws on medical debt to tax increases, and beer gardens to diaper changing station regulations, Washington lawmakers this year passed a wide variety of new bills. Coming soon: World Cup beer gardens. Julia Reed, D- Seattle, said the bill was brought to her by the city of Seattle as a priority as it prepares for the FIFA World Cup in 2026..
Gen Z investors are exhibiting unexpected spending behaviors and digital strategies to navigate their financial challenges.
The majority of married Americans say a divorce would derail their retirement strategy, according to the 2025 Annual Retirement Study from the Allianz Center for the Future of Retirement.
Why financial advisors should start this conversation sooner than later.
Women are significantly more likely than men to report poor financial health (25% vs 18%) and to experience the emotional and physical toll of financial stress.
Preretiree investors (aged 55-65) are at the doorstep of retirement, yet the state of the economy is making them question whether retirement is even in their future.
he Board of Directors of CFP Board announced that it has elected Martin Seay as its 2026 Board Chair-Elect at its July 2025 meeting. Current Chair-Elect Terri Kallsen will serve as Chair of the Board of Directors in 2026, and Seay will become Chair of the Board in 2027.
In the face of The Great Wealth Transfer, it is important for wealth managers to follow best practices, according to The Cerulli Report.
