T. Rowe Price: Trends that will shape retirement in 2025
T. Rowe Price offers their research-based insights on major themes they expect to shape the retirement landscape this year.
News, trends and helpful peer advice for financial advisors.
T. Rowe Price offers their research-based insights on major themes they expect to shape the retirement landscape this year.
President Trump in his address to Congress on Tuesday revived a campaign pitch to create a tax deduction for interest payments on car loans, amid a broader push for sweeping tax cuts. Mr. Trump pitched the tax deduction for car loan interest during a few campaign stops last year— including one in Detroit, where many automakers are headquartered— but he has not…
While Washington maintains that the U.S. economy is well-positioned to withstand a trade war-given that exports account for just 11% of GDP-the same may not hold true for its stock market. This Report was prepared by National Bank Financial, Inc.,, an indirect wholly owned subsidiary of National Bank of Canada. National Bank of Canada is a public company listed…
Does your investor client understand the fees they are paying? A recent Hearts & Wallets study answers this question.
Broadcasting vs. narrowcasting: Which approach works best?
How savvy advisors can effectively prospect within their own books of business.
In Washington, D.C., the People’ s Action Institute led protests Wednesday outside the headquarters of Blackstone, UnitedHealth and American Gas Association. All three stand to benefit from the GOP budget framework passed Tuesday, which would shower tax cuts on the wealthy while slashing essential services like Medicaid. Protester:“ Use our taxpayer dollars…
The Tax Cuts and Jobs Act is due to expire at the end of this year, but clients who want to save money on their taxes through charitable giving still have some tools they can use,
A recent study tries to capture Americans’ views on how lawmakers should address Social Security’s long-term financing gap.
The Trump administration needs revenue to offset planned trillion-dollar tax cuts. Could they look at retirement accounts?
Morningstar said a flexible strategy called the guardrails approach, when combined with delayed Social Security claiming, was found to yield the highest level of lifetime income.
There is a critical disconnect between how financial advisory firms market themselves and how consumers choose their advisors.
Under the House Ways and Means proposal, those on the health plan will see their health insurance rates go up by $36.76 a month, or roughly $441 a year. The House budget proposal includes a roughly $200 million tax cut by reducing the highest income tax rate from 6.2% to 6%, reducing how much money lawmakers would have to spend. Gilda Cobb-Hunter, D- Orangeburg, a…
A Massachusetts financial advisor claims the SEC is trying to ambush his defense in an annuity sales complaint by adding five surprise witnesses.
A series of recent court filings and decisions are providing some clarity to dueling lawsuits between social media stars and former business partners Grant Cardone and Gary Brecka.
As tens of thousands of federal workers face the sudden loss of employment, it comes with important decisions about their excellent benefits.
Friends may not be aware of what you do or how you can help them.
The two-bucket investment approach is a well-balanced strategy designed to provide both stability and growth.
Congressional Republicans are targeting Medicaid, the government health insurance program for low-income Americans, for hundreds of billions of dollars in savings to help pay for sweeping tax cuts, but the extent of reform is creating intraparty divisions. House Speaker Mike Johnson, Louisiana Republican, insists his conference does not plan to cut…
The U.S. economy is showing momentum in early 2025, despite lingering uncertainty in the wake of the November elections.