The retirement planning ecosystem is undergoing significant shifts, from demographic changes and concerns of an aging population to economic instability.
Conversations are the backbone of what financial professionals do with clients.
The Federal Reserve wrapped up a two-day meeting Wednesday with a second consecutive quarter percentage point, or 25 basis points.
A new study by Prudential Financial shows that mass affluent people around the world are confident about their retirement preparedness, but there is work to be done to help them protect their nest eggs and secure dependable income that lasts a lifetime.
Millennials are facing an unprecedented financial squeeze: a staggering 58% feel like they have to choose between homeownership and retirement security, according to a new Advisor Authority study, powered by the Nationwide Retirement Institute.
The Social Security cost-of-living adjustment will be 2.8% in 2026, the Social Security Administration said today.
Equitable released a new study, “The Advantage of Advice: How Small Business Owners Navigate Growth, Retirement and Workplace Strategies.”
The Financial Planning Association announced the appointment of Dennis J. Moore, MBA, CFP, as its new chief executive officer.
In my 17 years as a financial advisor, I have found that annuities are one of the most reliable products I can suggest to my clients.
Interest in lifetime income products within retirement plans is growing, and a new tool helps plan sponsors and advisors to match the right annuity product into the 401(k) plans for their employer clients.
A researcher said his plan empowers retirees to safely spend more of their wealth while avoiding both premature portfolio depletion and unnecessary underspending.
While Social Security is an important source of income in retirement, most Americans lack basic knowledge of the program and could risk misusing the benefit, according to the 2025 Annual Retirement Study from the Allianz Center for the Future of Retirement.
Fall is here, and with it comes a rush of deadlines, budgets and year-end planning.
U.S. imports surged in the first quarter as businesses scrambled to obtain products they needed before tariffs took effect.
While shutdowns seem like Washington's problem, they can hit Main Street fast, particularly in the real estate market. For example, the IRS must verify borrower tax returns using the 4506- C form, and the Social Security Administration confirms Social Security numbers. If those systems are unavailable, many lenders simply can't proceed.FHA and VA loans are at…
Americans are living longer, but a new John Hancock/MIT study shows they are unprepared for those extra years.
EAU CLAIRE— While discussion is expected to continue on the budget approval for the City of Eau Claire, the release of the preliminary budget gives a prediction of what is on the table for 2026.. Although the city now looks to vote on a balanced budget for 2026, Hirsch said Eau Claire and many other communities have faced their own set of challenges.
The intent to purchase long-term-care insurance (LTCI) appears to be declining among some Americans., according to a Nationwide survey.
The likelihood of employee turnover must be considered when looking at investment options.
One of the most valuable benefits for retirement savers age 50 and older – the IRS catch-up contribution – is about to change.
