Being a financial advisor is a demanding career; balancing client needs, business responsibilities and personal life can often make the year a blur.
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How OBBBA is a once-in-a-career window
Here is what this bill actually means for your prospects and how you — the advisor —can move the money to where it does the most good.
The following information was released by Nebraska Senator Pete Ricketts:. We passed the Working Families Tax Cut, which delivered big wins for Nebraska families. This avoided a $2,400 tax increase on the average Nebraska family, "said Ricketts.
5 things I wish I knew before leaving my broker-dealer
Change is inevitable in the financial services industry. Regulations evolve, technology advances, and client needs shift.
Global economic growth will moderate as the labor force shrinks
Global economic growth is expected to moderate over the next 15 years in relation to prior decades, according to economists at The Conference Board.
Estate planning during the great wealth transfer
The great wealth transfer is well underway, with trillions expected to pass from one generation to the next.
Main Street families need trusted financial guidance to navigate the new Trump Accounts
Many parents are looking for ways to build financial security for their children despite rising costs.
Are the holidays a good time to have a long-term care conversation?
Are the holidays a good time to have a long-term care conversation? OneAmerica Financial’s findings shed some light.
Suddenly at the doorstep of retirement, Generation X investors are at a crossroads.
Bill that could expand access to annuities headed to the House
A bill with more than 20 measures to improve retirement and other investment options is headed to the House of Representatives next week.
Private equity, crypto and the risks retirees can’t ignore
An executive order issued by President Donald Trump in August encouraged U.S. regulators to make it easier for retirement savers to incorporate alternative assets into their portfolios.
Will Trump accounts lead to a financial boon? Experts differ on impact
Tuesday’s announcement of a massive private donation to expand President Donald Trump’s “baby accounts” renewed the debate over how effective the seed investment will be.
Helping clients up the impact of their charitable giving with a DAF
During this time of charitable giving, advisors can help clients be more strategic about their giving decisions.
3 tax planning strategies under One Big Beautiful Bill
Advisors can use the One Big Beautiful Bill Act in three types of strategies under the new tax environment that the bill creates.
Gen X’s retirement readiness is threatened
When it comes to retirement, the baby boomers get all the attention but it is Generation X that faces a retirement crisis.
The missing link in LTC planning
Help your clients change their attitude, behavior and habits in planning for future care.
Feelings, prayers and vibes: How many Americans buy
Many Americans rely on their gut feelings, prayers and vibes when making major purchasing decisions, according to a survey by Life Happens.
Nearly half of Americans surveyed will collect Social Security benefits early
Nearly half of Americans surveyed plan to file for Social Security benefits before reaching full retirement age, leaving money on the table.
Older Investors, Wider Bets: How retirement portfolios change with age
A T. Rowe Price/MIT study reveals how retirement investors’ allocation preferences and accumulated savings become more diverse with age.
Adaptable estate planning in our one big beautiful world
Although the lifetime exemption under the One Big Beautiful Bill Act is described as “permanent,” in Washington that means until the next presidential election cycle!
