Editor: Thanks to President Trump and Republicans in Congress, a $4.5 trillion tax hike on the American people was averted. However, this progress is at risk unless Congress acts swiftly to prevent a significant health care tax hike. Congress must protect Pennsylvanians from the consequences of the impending health care tax hike by taking quick action to…
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Financial market volatility, persistent inflation and increased concerns about Social Security’s viability are leading consumers in their early 60s to consider hitting the pause button on retirement.
More than two-thirds (70%) of pre-retirees over 50 are considering or delaying their planned retirement date, according to a new survey from F&G Annuities & Life.
The bipartisan kindness of caregiving
Could anything be more bipartisan than encouraging and supporting those providing care for loved ones?
Advisors: Guidance, policy changes needed to support caregivers
Most financial advisors are working with clients who have caregiving responsibilities. Most believe caregivers require more support.
Charitable giving: Cash ‘bad;’ everything else ‘good’
The holy grail of charitable planning is donating a long-term capital gain asset that has appreciated the most.
SEC: Cutter Financial press release on verdict ‘inaccurate and misleading’
The SEC wants to further investigate Cutter Financial Group, including the press release CFG issued in response to an April verdict on SEC charges.
Millions of people receive a federal tax deduction for the interest they pay on home loans. Under President Donald Trump’ s new tax-cut law, many people for the first time also could claim a tax deduction for interest on their vehicle loans. They must be assembled in the U.S. And the loans must be issued no sooner than this year, to list just a few qualifications.
Sunny beaches and bright ideas: 2025 MDRT Annual Meeting recap
Courtesy of MDRT Thousands of financial services professionals from all over the world gathered in the United States last month,…
Tariffs upend Q3 economic outlook
Tariffs have impacted Morningstar’s third-quarter economic outlook, with predictions that they will push gross domestic product forecasts downward while increasing inflation.
Americans prep for possible recession
From dusting off their resumes to going off-grid, Americans are bracing themselves for a possible recession this year.
Come Dec. 31, 2025, every dollar sent by Caribbean nationals to their families in Jamaica, Dominican Republic, Haiti, and the rest of the Caribbean region will be subject to a 1% tax increase, adding to the roughly 6% in fees charged by money transfer companies. This is because of the "One Big Beautiful Bill Act," which Congress passed last weekend in Washington and which…
Three industry organizations have praised the signing of H.R. 1 – also known as the Big Beautiful Bill – calling out provisions related to tax reform.
Pennsylvania "s hospitals and health care providers could be among the biggest losers under President Donald Trump’ s tax cut and spending bill, which passed the U.S. House on Thursday and will be sent to Trump to sign into law. For Pennsylvania hospitals, the cuts amount to about $4.5 billion per year over the next decade, said Nicole Stallings, president and CEO of…
Only two Republicans opposed the bill when it came back to the U.S. House for a final vote, after passing in the U.S. Senate earlier this week. Begich said he was "honored" to vote for the bill, highlighting provisions that are set to expand resource development in Alaska and increase spending on border security. "This legislation fulfills our longstanding goal:…
Houses passes Trump budget making 2017 tax cuts permanent
After whipping potential holdouts overnight, House Republicans passed President Donald Trump’s $4.5 trillion tax breaks and spending cuts bill Thursday…
International stocks are having their moment. Will it last?
Over the past decade, U.S. equities have dominated global markets leading investors to wonder whether international stocks still have a place in a diversified portfolio.
Senate passes ‘Big Beautiful Bill,’ makes litany of significant tax changes
The Senate passed President Donald Trump’s controversial budget today, which makes significant changes to tax policy and extends the 2017 Tax Cuts and Jobs Act.
Medicaid asset protection planning: Crisis planning vs. preplanning
Eligibility rules can devastate families financially if proper planning is not in place.
The case for bitcoin in Main Street investment portfolios
Bitcoin’s unique properties — diversification potential, inflation resistance and institutional momentum — make a compelling case for a modest allocation in client portfolios.
