Although most Americans fell short of their financial resolutions in 2025, most are optimistic 2026 will be their year for a “resolution rebound.”
Although the U.S. is not officially in a recession, many consumers are already carrying the mental baggage of planning for one.
CFP Board announced that Terri Kallsen has ascended to the role of Chair of its Board of Directors.
Most investors prioritize investments that provide a guaranteed income stream in retirement, while only 66% of advisors share that priority.
Democrats did after the 2024 election, and now it's Republicans turn as the New Year begins with a big spike in health insurance premiums for many Americans. While Democrats try to keep voters' attention focused on health care, Republicans are reminding them of the new tax cuts and the old temporary ones made permanent by the bill. "The press does a great job of…
The “One Big Beautiful Bill Act” didn’t just change tax rules or policy language — it changed how prospects feel.
Are Americans who have strong financial habits more likely to report better physical and mental health? A new study takes a look.
After getting an earful from citizens concerned about next year's property tax hike, the Winona County Board, in a 3-2 vote, approved an 11% increase in the 2026 property tax levy. That was largely driven by $3 million in increased payroll costs, a combination of higher health insurance premiums, annual raises for staff, and Minnesota's new Paid Family Leave law.
As 2025 comes to a close, many financial professionals are turning to market forecasts from top financial firms to gain insights into what’s ahead for 2026.
American workers are feeling more optimistic about their retirement finances, but that optimism may be masking some underlying risks.
A see-saw year for the U.S. economy in 2025 looks set to give way to a stronger 2026 thanks to tailwinds from President Donald Trump's tax cuts, less uncertainty around tariffs, the ongoing artificial intelligence boom and a late-year run of interest-rate reductions from the Federal Reserve. "The boost from fiscal stimulus alone could add one-half percent or…
Investors’ use of online brokerage accounts and newer investment techniques, such as crypto, ETFs, and options trading, are on the rise.
After five consecutive years of cuts, Medicare physicians can finally expect to see higher revenues in 2026. This comes in addition to the reversal of a 2.83% pay cut and the temporary 2% payment increase that was applied through December 2025. This risk management tool was created by Congress in 1986 and allows businesses to set aside tax-deferred reserves to…
Today, only about one-third of American millionaires consider themselves wealthy, according to a recent study.
In-service rollovers currently provide active employees with the ability to move funds from a defined contribution plan into an individual retirement account without needing to leave their current employment.
The recent surge of tue boomer retirement tsunami drove interest in financial advisor stories in 2025, along with the angst of Gen Z.
SECURE 2.0 introduced innovative provisions that allow plan sponsors to tailor benefits to meet diverse employee needs.
Under the Automatic IRA Act of 2025, employers with at least 10 employees would be required to provide access to an automatic retirement contribution plan.
Caregiving is shaping families in a powerful way.
Millennials face an unprecedented financial squeeze: Many believe they will have to choose between homeownership and retirement security.
