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.
Determining how Social Security will impact your future finances is an important component of retirement preparation, and Gregory Ricks& Associates encourages individuals to stay informed of their benefit options as they make decisions leading up to retirement. "We want to make sure we have a discussion about it every year until an individual begins…
President Donald Trump signed an executive order in August that aims to expand 401(k) options to include private equity and other alternative assets.
Households with $5 to $10 million in investable assets have a high comfort level with market volatility, a recent study finds.
American workers are feeling more optimism about their retirement finances, but that optimism may be masking underlying risks.
The retirement savings gap and the increasing need for long-term care as the population ages are problems the U.S. cannot afford to ignore.
A Harvard graduate who told investors he could time Warren Buffett’s investments to return huge profits was actually running a Ponzi scheme, authorities said.
No matter their age, everyone can benefit from financial education. Clients need context to better understand how our financial plan recommendations can help them reach their goals.
CFP Board announced six key public policy priorities that will guide its work to strengthen the financial planning profession, expand access to competent and ethical financial advice, and protect the public.
As we approach the end of 2025, financial professionals face a pivotal opportunity to help clients maximize charitable giving strategies before key tax provisions change.
Federal Reserve cuts ratesby one quarter basis point, warning of slow job market as inflation stays stubbornly above target.
