Americans who have both young children and aging parents are struggling to stay on track toward retirement and long-term financial goals.
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.
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.
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…
Connecting with millennial and Generation Z advisors requires a different approach than what may have worked in the past.
Concerns about global trade and tariff changes are adding to the financial pressures that many American retirees are facing.
The 2026 MDRT Executive Committee welcomed John F. Nichols, MSM, CLU, as the 100th MDRT President, and Simon D. Lister,…
How to address the criticisms about how this market works and embrace the opportunities that it opens.
Nearly 3 out of 5 people surveyed said they made regrettable financial decisions based on misleading information they received online
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.
The recently passed One Big Beautiful Bill Act could impact personal finance and tax strategy.
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.
Private credit is an alternative investment that involves providing loans to businesses outside traditional channels.
Choosing the right accounts to save into can help younger and lower-asset households, according to a report by Hearts & Wallets.
A new Jackson National study exposes a surprising truth: Risk-averse investors may be vulnerable to a different form of market risk.
The research also found that those with smaller nest eggs benefit from annuitizing more of their income.
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.
Divorcing near or after retirement – “gray divorce” – presents unique challenges for a couple that has created a joint retirement strategy.
Geographic distance should no longer be a factor when choosing a financial advisor.
A 529 plan, with its tax benefits, can be a great way to save for a college education. How aware, though, is the average American of the 529 plan and its advantages?
