Why financial advisors should start this conversation sooner than later.
Women are significantly more likely than men to report poor financial health (25% vs 18%) and to experience the emotional and physical toll of financial stress.
Preretiree investors (aged 55-65) are at the doorstep of retirement, yet the state of the economy is making them question whether retirement is even in their future.
he Board of Directors of CFP Board announced that it has elected Martin Seay as its 2026 Board Chair-Elect at its July 2025 meeting. Current Chair-Elect Terri Kallsen will serve as Chair of the Board of Directors in 2026, and Seay will become Chair of the Board in 2027.
In the face of The Great Wealth Transfer, it is important for wealth managers to follow best practices, according to The Cerulli Report.
If you’re still marketing the way you did five years ago — or even one year ago — you’re already behind.
Tariffs and the uncertainty surrounding them emerged as the biggest policy issue coming out of the first six months of the Trump administration and the new Congress, according to some industry leaders and policy experts.
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.
Some helpful tips that financial professionals can use to increase their chances of selling LTCI to their younger prospects and clients.
These changes could increase waitlists, narrow eligibility and disproportionately affect recipients across the nation.
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.
Could anything be more bipartisan than encouraging and supporting those providing care for loved ones?
Most financial advisors are working with clients who have caregiving responsibilities. Most believe caregivers require more support.
The holy grail of charitable planning is donating a long-term capital gain asset that has appreciated the most.
The SEC wants to further investigate Cutter Financial Group, including the press release CFG issued in response to an April verdict on SEC charges.
Millions of people receive a federal tax deduction for the interest they pay on home loans. Under President Donald Trump’ s new tax-cut law, many people for the first time also could claim a tax deduction for interest on their vehicle loans. They must be assembled in the U.S. And the loans must be issued no sooner than this year, to list just a few qualifications.
Courtesy of MDRT Thousands of financial services professionals from all over the world gathered in the United States last month,…
Tariffs have impacted Morningstar’s third-quarter economic outlook, with predictions that they will push gross domestic product forecasts downward while increasing inflation.
