Interest in lifetime income products within retirement plans is growing, and a new tool helps plan sponsors and advisors to match the right annuity product into the 401(k) plans for their employer clients.
A researcher said his plan empowers retirees to safely spend more of their wealth while avoiding both premature portfolio depletion and unnecessary underspending.
While Social Security is an important source of income in retirement, most Americans lack basic knowledge of the program and could risk misusing the benefit, according to the 2025 Annual Retirement Study from the Allianz Center for the Future of Retirement.
Fall is here, and with it comes a rush of deadlines, budgets and year-end planning.
U.S. imports surged in the first quarter as businesses scrambled to obtain products they needed before tariffs took effect.
While shutdowns seem like Washington's problem, they can hit Main Street fast, particularly in the real estate market. For example, the IRS must verify borrower tax returns using the 4506- C form, and the Social Security Administration confirms Social Security numbers. If those systems are unavailable, many lenders simply can't proceed.FHA and VA loans are at…
Americans are living longer, but a new John Hancock/MIT study shows they are unprepared for those extra years.
EAU CLAIRE— While discussion is expected to continue on the budget approval for the City of Eau Claire, the release of the preliminary budget gives a prediction of what is on the table for 2026.. Although the city now looks to vote on a balanced budget for 2026, Hirsch said Eau Claire and many other communities have faced their own set of challenges.
The intent to purchase long-term-care insurance (LTCI) appears to be declining among some Americans., according to a Nationwide survey.
The likelihood of employee turnover must be considered when looking at investment options.
One of the most valuable benefits for retirement savers age 50 and older – the IRS catch-up contribution – is about to change.
Stocks hit new highs in the third quarter and artificial intelligence is fueling much of those market gains.
The question is no longer if financial professionals should use artificial intelligence in their practice, but how.
Many Gen Xers are moving closer toward retirement with a lot of uncertainty about the state of their finances.
Nationwide Retirement Solutions has added a pooled plan solution to its RetireAssist suite.
Will you outlive your retirement savings? What are the top five states where seniors are most likely to outlive their savings?
Older Americans are aging alone, and most have not planned for household or health care assistance.
In the face of a government shutdown, investors face a familiar but unsettling question: How should they approach the markets?
October is Financial Planning Awareness Month, an opportunity for advisors to engage with existing clients and attract prospects.
Identifying niche markets and distinct prospect demographics along with unique methods to serve them.
