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Image of an elderly woman facing retirement alone. More-older-Americans-face-a-solo-retirement. More than 16 million older Americans are aging alone, and 80% have not planned for household or health care assistance.
More than 16 million older Americans are aging alone, and 80% have not planned for household or health care assistance. (AI-generated image)

Older Americans are aging alone, and most have not planned for household or health care assistance.

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…
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A Harvard Business School alum is accused of targeting former classmates in a Ponzi scheme.

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.
Image shows a father and son going over finances
It can take time to build trust with Gen Z clients.

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.
Image of stacks of coins with a large percent symbol, and a photo of Fed Chairman Jerome Powell. Fed-cuts-interest-rates-a-quarter-point-signals-more-to-come.
Federal Reserve cuts ratesby one quarter basis point, warning of slow job market as inflation stays stubbornly above target. (AI-generated image)

Federal Reserve cuts ratesby one quarter basis point, warning of slow job market as inflation stays stubbornly above target.

Federal Reserve policymakers are in a tough spot as they meet this week. Even before President Trump pushed through new tax cuts, federal spending adjustments and tariffs, the economy was slowing. The One Big Beautiful Bill Act increases anticipated federal deficits a bit more than $300 billion a year, but Mr.

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.