Measure ER in Los Angeles County is a one-half percent sales tax increase to pay the cost of providing full health insurance to illegal immigrants. It was placed on the ballot by a 4-1 vote of the Board of Supervisors, with only Kathryn Barger in opposition. Proponents, led by Supervisor Holly Mitchell, insist that this tax increase is necessary because of federal…
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How to listen to what your client isn’t saying
Your client may not always tell you when they’re lost. That is when being in tune to the key messages contained in body language can help an advisor.
Strong underwriting: what it means for insurers and advisors
A recent Pacific Life survey found that 52% of executives expect electronic health records to have the greatest impact on underwriting in the next few years.
Retirement is increasingly defined by a secure income stream
Defined contribution plan sponsors increasingly support approaches that help workers convert retirement savings into a dependable income stream.
Addressing the ‘menopause tax:’ A guide for advisors with female clients
Historically treated as a short-term, minor issue, menopause hasn’t been built into retirement models as a sustained driver of healthcare costs.
Alternative investments in 401(k)s: What advisors must know
The push to bring alternative investments into 401(k) plans “is quickly becoming the most dynamic and complicated topic in the financial services space,” said Gina Alsdorf, an attorney with Carlton Fields.
The modern advisor: Merging income, insurance, and investments
The financial lives of Americans have never been more complex, and complexity is precisely why integration matters.
The Society of Actuaries Research Institute has published its latest Retirement Risk Survey complete report of findings, providing insights on Americans’ retirement concerns and preparedness in retirement.
As lifespans continue to grow longer, Americans are increasingly feeling unprepared for the road ahead, according to the 2026 Mind, Body, and Wallet report from Guardian Life.
More investors will seek comprehensive financial planning
Advisors expect that 54% of clients will receive ongoing comprehensive planning advice by 2027, up from the current 48%, according to the latest Cerulli Edge—U.S. Advisor Edition.
Midlife planning for women: why it matters and how advisors should adapt
Advisors who recognize this and serve their female clients accordingly are better positioned to build meaningful, long-term relationships.
Tax anxiety is real, although few have a plan to address it
Although Americans are bracing for a higher tax burden in retirement, most are not doing proactive, year-round tax planning to mitigate their exposure.
Trump targets ‘retirement gap’ with new executive order
President Donald Trump on Thursday signed an executive order aimed at expanding access to retirement savings accounts for millions of workers who lack employer-sponsored plans.
Younger investors are engaged and advisors must adapt
Younger clients are moving away from accumulation-only thinking to a more balanced approach that includes protection and income planning.
Plugging the hidden budget leaks of retirement
What advisors should help clients rethink before and after age 65.
Attorneys at Seattle- based Hagens Berman represent a proposed class of thousands of retired police officers and firefighters in a class-action lawsuit filed against the state of Washington to halt allegedly unlawful transfer of $3.3 billion or more in retirement funds established for first responders. The lawsuit was filed April 30, 2026, in the U.S….
Financially support your adult children without risking your future
The key is learning how to strike the right balance between providing financial support and protecting long-term security.
A central New York tax preparer and insurance agent who admitted to operating a decades-long Ponzi scheme that defrauded nearly…
Returning home to live with their parents is becoming a defining feature of life for young adults, according to Thrivent’s fifth annual Boomerang Kids Survey.
As the largest intergenerational wealth transfer in history gets underway and baby boomers advance deeper into their retirement journey, a striking generational divide is emerging.
