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September 16, 2025
Image of a large percentage sign with a giant scissors ready to cut it. Markets eye Fed rate cut as Powell’s guidance takes center stage.
Markets eye Fed rate cut as Powell’s guidance takes center stage. (AI-generated image)

Markets eye Fed rate cut as Powell’s guidance takes center stage

The Fed faces a balancing act: offer enough stimulus with a rate cut to reassure markets without signaling panic or jeopardizing credibility.

September 15, 2025

Not all in Gen Z think alike about retirement planning

The cultural divide among Generation Z isn’t just political — it’s deeply personal.

NEW JOBS DATA REVISIONS SHOW HIGH INTEREST RATES MUST COME DOWN TO LET WORKING FAMILIES TAX CUTS SUCCEED

September 12, 2025

Nearly a million fewer jobs were created during the end of the Biden Administration, according to a recent report by the Bureau of Labor Statistics. If the Federal Reserve has been basing interest rate decisions on preliminary data from the Bureau of Labor Statistics, then American families who' ve suffered under high rates deserve a massive correction by the…

September 12, 2025
Illustration of members of the "Sandwich Generation" as the filling in a sandwich. Sandwich-Generation-strain-puts-retirement-on-hold-Allianz-warns

‘Sandwich Generation’ pressures derail retirement plans for millions, study finds

Americans who have both young children and aging parents are struggling to stay on track toward retirement and long-term financial goals.

More than 1/3 of adults delaying retirement

September 10, 2025

New York Life’s latest Wealth Watch survey reveals a growing “financial confidence gap” — the difference between where Americans feel they are financially and where they aspire to be.

Gen X is nearing retirement and feeling the squeeze

September 10, 2025

The oldest members of Generation X turn 60 in 2025 and many in the “middle child” generation find themselves hurtling closer to their retirement years with deep uncertainties about the state of their finances.

September 9, 2025
The Fed is pondering lower interest rates.

Trump’s dismissal of a Fed governor could redefine presidential power

The firing of Federal Reserve board member Lisa Cook isn't just about Lisa Cook- it's about presidential power. President Donald Trump's penchant to act first, ask later was on full display recently when he became the first president in American history to fire a member of the Federal Reserve Board. Before he fired Lisa Cook, President Trump had spent months…

September 5, 2025

Making connections with younger advisors

Connecting with millennial and Generation Z advisors requires a different approach than what may have worked in the past.

September 2, 2025
Image showing retiree looking very worried and concerned. Retirees fear tariffs, inflation costs will outpace Social Security benefits.
Retirees fear tariffs, inflation costs will outpace Social Security benefits

Retirees fear tariffs, inflation costs will outpace Social Security benefits

Concerns about global trade and tariff changes are adding to the financial pressures that many American retirees are facing.

2026 MDRT leadership promises enhanced member resources and connections

September 1, 2025

The 2026 MDRT Executive Committee welcomed John F. Nichols, MSM, CLU, as the 100th MDRT President, and Simon D. Lister,…

September 1, 2025

Why financial professionals should enter the 403(b) K-12 educator market

How to address the criticisms about how this market works and embrace the opportunities that it opens.

August 29, 2025
An online investor is sitting with his head in his hands, with a thought balloon that says "Bad Online Financial Advice!" Misleading online information leads many Americans to make financial errors.

Misleading online information leads many Americans to make financial errors

Nearly 3 out of 5 people surveyed said they made regrettable financial decisions based on misleading information they received online

August 28, 2025

Peak 65 brings peak risk: Preventing elder financial fraud

This dramatic demographic shift brings with it not only increased demand for retirement and health care planning but also an urgent need to safeguard seniors from financial exploitation.

August 28, 2025

The Big Beautiful Bill: 8 financial planning impacts and strategies

The recently passed One Big Beautiful Bill Act could impact personal finance and tax strategy.

FPA presents its highest award to LeCount R. Davis

August 27, 2025

The Financial Planning Association announced LeCount R. Davis, MCS, CFP, is the recipient of the association’s and profession’s highest individual award – the 2025 P. Kemp Fain, Jr., Award.

August 27, 2025

Private credit enters your 401(k)? What investors need to know

Private credit is an alternative investment that involves providing loans to businesses outside traditional channels.

August 27, 2025
Individual deciding between two different piggy banks. Picking the right savings account can help lower-asset households.

Is it possible to save too much in retirement accounts?

Choosing the right accounts to save into can help younger and lower-asset households, according to a report by Hearts & Wallets.

August 26, 2025
Illustration with a busy financial graph and several eyes peering out from behind the graph. Jackson-Nationals-study-reveals-hidden-dangers-for-risk-averse-investors.

Jackson National study reveals hidden dangers for risk-averse investors

A new Jackson National study exposes a surprising truth: Risk-averse investors may be vulnerable to a different form of market risk.

August 26, 2025
Americans continue to warm up to annuities.

Annuities vs. the 4% Rule: Why guaranteed income wins

The research also found that those with smaller nest eggs benefit from annuitizing more of their income.

August 26, 2025
Image showing fireworks with the words 401(K) overlapping. Why-SECURE-20-and-State-Mandates-Are-Powering-a-Micro-401k-Boom.

Why SECURE 2.0 and state mandates are powering a micro 401(k) boom

Micro 401(k) plans are set to rapidly expand over the next few years due to incentives provided by SECURE 2.0, and states mandates.

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