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The SECURE Act changed the rules for many clients who inherited individual retirement accounts.

Even though SECURE took effect five years ago, advisors still receive questions from clients about IRS regulations that complicated the rules for certain classes of IRA beneficiaries.

Editor: Thanks to President Trump and Republicans in Congress, a $4.5 trillion tax hike on the American people was averted. However, this progress is at risk unless Congress acts swiftly to prevent a significant health care tax hike. Congress must protect Pennsylvanians from the consequences of the impending health care tax hike by taking quick action to…

Financial market volatility, persistent inflation and increased concerns about Social Security’s viability are leading consumers in their early 60s to consider hitting the pause button on retirement.

More than two-thirds (70%) of pre-retirees over 50 are considering or delaying their planned retirement date, according to a new survey from F&G Annuities & Life.
tariffs

Tariffs have impacted Morningstar’s third-quarter economic outlook, with predictions that they will push gross domestic product forecasts downward while increasing inflation.

Come Dec. 31, 2025, every dollar sent by Caribbean nationals to their families in Jamaica, Dominican Republic, Haiti, and the rest of the Caribbean region will be subject to a 1% tax increase, adding to the roughly 6% in fees charged by money transfer companies. This is because of the "One Big Beautiful Bill Act," which Congress passed last weekend in Washington and which…

Pennsylvania "s hospitals and health care providers could be among the biggest losers under President Donald Trump’ s tax cut and spending bill, which passed the U.S. House on Thursday and will be sent to Trump to sign into law. For Pennsylvania hospitals, the cuts amount to about $4.5 billion per year over the next decade, said Nicole Stallings, president and CEO of…
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U.S. equities have dominated global markets in recent years.

Over the past decade, U.S. equities have dominated global markets leading investors to wonder whether international stocks still have a place in a diversified portfolio.