The “magic number” Americans believe they need to save for a comfortable retirement climbed to $1.46 million in 2026 – $200,000 more than last year and in line with 2024 estimates.
Provisions in the One Big Beautiful Bill Act can give your small-business clients opportunities to save on their taxes and use the savings to improve their after-tax cash flow or do other types of business planning.
Equitable announced the introduction of the Equitable Retirement Access ERISA 403(b) pooled employer plan, a new offering designed to help nonprofit organizations offer a scalable, cost‑efficient way to provide their employees with retirement plan benefits.
Although 83% of Americans say they’re comfortable in talking about money with at least one person, most of them are silent when it comes to admitting financial struggles to others who are close to them, including family, friends and coworkers.
U.S. gross domestic product is expected to rebound from 2027 through 2029, with inflation expected to begin falling after 2026.
While financial and retirement planning discussions have long focused on market volatility, inflation, and economic downturns, new research shows Americans are far more concerned about the financial impact of health-related risks in retirement.
Social Security literacy is no longer optional for advisors; they must know the ins and outs of the program that is the foundation for Americans’ retirement security.
Middle-market and mass-affluent households are becoming increasingly important for providers and advisors as their wealth grows and they represent a $25 trillion market opportunity.
Retirement planning has always involved contemplating uncertainty.
As the first wave of Generation X approaches retirement, many consumers are confronting a difficult transition: after decades focused on growing assets, they now must convert those savings into reliable income, often without the pension safety nets previous generations often relied on.
With the introduction of the One Big Beautiful Bill Act (OBBBA), the 2025 tax filing season has been an interesting one.
How to develop a strategy to protect your business and control your legacy.
Only 40% of Americans are extremely or very confident in their ability to make and execute financial decisions according to a new Corebridge Financial survey.
Logo of the Private Equity Stakeholder Project. "–Jim Baker, PESP executive director WASHINGTON, DC, UNITED STATES, March 31, 2026/ EINPresswire.com/– Today the Trump White House proposed a rule expanding private equity and private credit firms' access to 401 retirement plans. In practice, that could make it harder for workers to challenge risky or illiquid…
The measure, announced by the U.S. Department of Labor, is intended to ease longstanding barriers to incorporating these less liquid and less transparent assets into American retirement plans. It follows an executive order from President Donald Trump last summer and could clear the way for alternative asset management firms to tap a large new source of…
Kim Reynolds on Thursday signed into law a measure temporarily increasing taxes on certain private health insurers to help close a growing Medicaid budget shortfall, setting up a debate over whether the move will stabilize care or drive up costs for Iowans. The legislation, House File 2739, raises the tax on health maintenance organizations from about 0.9%…
A new Department of Labor proposal could broaden the types of investments available in workplace retirement plans.
NEW YORK CITY— Retirement should be a time to sit back, relax and enjoy the fruits of your labor. But if an unexpected bill, emergency home repair or the cost of daily living has led you to rack up significant credit card debt, you might be wondering how to get your finances back on track. Take the time to record the money you have coming in through Social Security…
Kim Reynolds on Thursday signed into law a measure temporarily increasing taxes on certain private health insurers to help close a growing Medicaid budget shortfall, setting up a debate over whether the move will stabilize care or drive up costs for Iowans. The legislation, House File 2739, raises the tax on health maintenance organizations from about 0.9%…
Kim Reynolds on Thursday signed into law a measure temporarily increasing taxes on certain private health insurers to help close a growing Medicaid budget shortfall, setting up a debate over whether the move will stabilize care or drive up costs for Iowans. The legislation, House File 2739, raises the tax on health maintenance organizations from about 0.9%…
