own from last year, 64% of Americans say they feel confident they have enough money to live comfortably throughout retirement, as financial strain, rising costs and growing concern about the future of Social Security and Medicare continue to weigh on workers and retirees alike, according to the 2026 Retirement Confidence Survey.
Only 40% of Americans are extremely or very confident in their ability to make and execute financial decisions, according to a Corebridge Financial survey.
—President Donald Trump is betting that the tax cuts he signed into law last year will resonate with voters in Las Vegas, where he highlighted his tax breaks for tipped workers in an appeal targeted at this year's midterm elections. The president recalled in his remarks how a woman in Las Vegas gave him the idea to make tips tax-free, a move that he said is now helping“…
Prudential Financial announced new global research conducted by the Global Aging Institute showing that while retirement savings have grown in many countries, most systems still leave individuals on their own to manage the risk of outspending or outliving their savings.
Nearly one-quarter of U.S. adults (23%) are members of the Sandwich Generation, and this generation may be the next wave of America’s retirement crisis.
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…
