The school district's new $215.3 million budget, described as one of the tightest in years amid soaring costs and dropping student enrollment, is coming amid tax cuts along with $1,100 bonuses to full-time employees and full health insurance coverage. After months of planning, board members passed the budget with a property tax rate of about 93 cents per $100…
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How client review meetings can lead to business growth
Top advisors share tips on how client review meetings can enhance client satisfaction and identify opportunities for future growth.
Retirement plan advisors can use holistic solutions to grow their business
Retirement plan advisors have an opportunity to elevate their offerings beyond “funds, fees and fiduciary.”
More than 50% of people say finances are causing stress, anxiety or feelings of depression.
RIAs report greater interest in FIAs
Nearly half of registered investment advisors believe volatility will be the same as market stressors continue, a Security Benefit study shows.
How important are financial advisor referrals to young investors?
At a time when social media is touted as the best way to reach a younger target market, how important are referrals for financial advisors?
The retirement advice gap creates an opportunity for advisors
The gap in what clients want to learn about and what advisors are telling them presents an opportunity to strengthen relationships.
A new Nationwide Retirement Institute survey found many older business owners near retirement years (aged 60-65) face significant challenges preparing for the next chapter in their careers – and lives.
Health-based actuarial longevity: The starting point for retirement planning
Longevity risk gets a lot of attention, but the other side of the coin – the high probability of dying earlier than 95 – should also be discussed with clients.
A new survey unveils fresh insights into the retirement experiences and financial preparedness of baby boomers who retired in the past two to five years, along with some practical advice from respondents for future retirees.
How to leverage your client base to grow your practice
Running a thriving practice means not only attracting clients, but also tapping into those clients to gain additional business
Integrity Marketing Group, a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions,…
Affluent Americans expect to need $5.5 million to retire and pass down wealth to heirs; only 50% say they are very prepared to pass down wealth and have a written plan in place.
AI with your financial planning? Here’s what various generations say
About half Gen Z’ers and millennials are excited about how AI could impact their financial lives. What about older Americans?
A new Thrivent survey reveals more than half of widowed women experienced financial challenges after their spouse’s passing, with 51% either living paycheck to paycheck or struggling to manage their bills.
Gen Xers are feeling less confident than ever about their finances and more worried about retirement than boomers or millennials, according to the 2024 Annual Retirement Study from Allianz Life.
Cerulli finds that only 24% of active 401(k) participants say they are very confident they will be able to maintain their current standard of living in retirement.
Achieving financial independence is the highest priority for Americans aged 25 to 44, according to the 2024 Millennials’ Financial Milestones study, the latest CFP Board research report.
The Alliance for Lifetime Income released a study with an eye-catching headline: Two-thirds of peak baby boomers are not financially prepared for retirement. According to the study, more than half of these soonto-be retirees will rely primarily on Social Security for income, whichwas intended to replace about40% of annual pre-retirement earnings.
3 ways for financial advisors to connect with Gen Z other than social media
While building a social media following is important, one expert recommends a triple-action approach beyond social media.