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.
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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.
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.
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.
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.
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.
Advisors face new challenge: Helping clients navigate ‘Gray Divorce’
Divorcing near or after retirement – “gray divorce” – presents unique challenges for a couple that has created a joint retirement strategy.
Advisor geographic location no longer matters
Geographic distance should no longer be a factor when choosing a financial advisor.
Edward Jones: Financial advisors must step up to educate clients on 529 plans
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?
Equities, volatility and the ‘Nifty 50’: A market outlook
We think current conditions more closely resemble those preceding the decline of the “Nifty 50” stocks in the early 1970s.
More information needed on Trump baby accounts, analysts say
More details are needed before the strategy and impact associated with the so-called “Trump baby accounts” can be fully known, analysts say.
As Social Security hits 90th anniversary, is ‘back-door’ privatization looming?
August marks the 90th anniversary of Social Security; its defenders raise new warnings of privatization in the Trump era.
Don’t let long-term care costs derail retirement
No one wants to think about the care they might require in the no-go years of retirement, yet most of us will likely require some sort of care in our elder years.
Why everyone benefits from a retirement planning class
Joel Barjenbruch is a firm believer in the pursuit of knowledge and being a lifetime student, and he finds it crucial to leverage his studious mind in aiding his community.
The bill extends President Trump's 2017 tax cuts. $930 billion in cuts to Medicaid $285 billion in cuts to SNAP $157 billion to boost military spending $150 billion for immigration enforcement $488 billion in cuts to clean energy credits $10 billion for Mars missionNo tax on tips, overtime, car loans Increase debt ceiling by $5 trillion. Senator Thom Tillis…
Why many facing retirement no longer believe in retiring at 65
Many pre-retiree surveyed say they no longer subscribe to traditional retirement norms and strategies, such as the 4% Rule.
‘Off the rack’ model portfolios hit record $7.7 trillion as advisors embrace efficiency and scale
Model portfolios – ready-made third-party investment plans – surged to a record $7.7 trillion in assets in the first quarter of 2025.
With ‘the great wealth transfer’ underway, tools include life insurance, gifting strategies
The great wealth transfer is reshaping the financial landscape as trillions of dollars will change hands over the next 23 years.
Donald Trump's recently passed Big Ugly Contemptible Act is making an early stop in Colorado. The law, as you must know, is awful in so many ways— starting with large tax cuts for the wealthy, massive cuts to Medicaid, massive cuts to the SNAP program that helps feed children in less-advantaged families, the projected millions who will lose their health insurance,…
The power of the self-directed IRA
Many investors today are looking beyond the typical mix of stocks, bonds and mutual funds.
