After a long successful career, it may feel like you're prepping to defend your own Super Bowl title in retirement. If you're preparing for retirement, you can take some lessons from how the Kansas City Chiefs prepare for the 2023 season. This is just like the Chiefs preparing to win another Super Bowl.
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The steadfast role of agents and advisors: A Labor Day story
In honor of Labor Day, here’s a story that illustrates the value and service insurance agents and financial advisors provide every single day.
Avoid costly mistakes when dividing retirement assets in divorce
Divorce already makes finances complicated. Here is how to avoid making them even more so.
Transamerica aims to grow its retirement business, providing recordkeeping and investment services for U.S. defined contribution plans and advice to plan participants.
Last year, inflation was high, and most were concerned that ongoing Federal Reserve rate hikes would spiral the U.S. economy into recession. The bullish backdrop caught many investors off guard, but Fundstrat's Tom Lee wasn't one of them. The Fed may be done raising rates.
Nearly 10 months after Lincoln businessman Aaron Marshbanks was found dead under suspicious circumstances, some things are becoming clearer in what is perhaps the largest bank fraud case in state history. Another $22 million in claims, concerning other loans that were secured with rental properties, have been resolved by the sale or return of real estate—…
“Conflict-free” retirement advice saves American workers money as they invest in their 401(k) plan, Mike Francis says.
Last year, inflation was high, and most were concerned that ongoing Federal Reserve rate hikes would spiral the U.S. economy into recession. The bullish backdrop caught many investors off guard, but Fundstrat's Tom Lee wasn't one of them. The Fed may be done raising rates.
Nearly a quarter of millennials are caregivers for an adult, according to a 2020 AARP survey. And a 2020 report from insurance marketplace GoHealth found that 1 in 3 millennials are supporting their parents financially, and more than a quarter help manage their parents’ health care. That can take a toll: Eighty-two percent of millennials worry about having…
Financial advisors say that 40% of their clients were forced to retire
Financial advisors reported that 40% of their retiree clients were forced into retirement, according to a recent survey by Edward Jones.
SEC fines fintech advisor $1M for misleading marketing under new rules
The Securities and Exchange Commission last week fined Titan Global Capital Management, a New York-based fintech advisor, for misleading marketing under a newly amended rule.
The Securities and Exchange Commission today charged Wells Fargo Clearing Services LLC and Wells Fargo Advisors Financial Network LLC for overcharging more than 10,900 investment advisory accounts more than $26.8 million in advisory fees. Wells Fargo agreed to pay a $35 million civil penalty to settle the SEC's charges. According to the SEC's order,…
Many people build their retirement and estate plans around their children and grandchildren. Everything from where they live, to how they spend their time and money, to the legacy they want to leave behind is considered through the prism of their role as parents and grandparents. For those without kids and grandkids, a different formula may apply as these…
My husband and I are fortunate. We have enough for retirement. A $20 savings on a streaming service provided fleeting euphoria.
Succession planning the family way
Brian and Brandon Heckert This article is a summary from part of the 2023 MDRT Annual Meeting Session ‘The Great…
Finances are straining Americans’ confidence, survey says
Finances are the reason more than one-third of those surveyed said they are awake at night.
My most recent article discussed saving for college and retirement simultaneously. Perhaps you are on the other end of the spectrum, having a child or grandchild that recently graduated from college or trade school and now you hope the young adult will launch effectively. Graduating from college or trade school often marks a time in life when young adults take…
–Schubert Jonckheer& Kolbe LLP is investigating a data breach impacting the personal information of over 2.5 million customers, policy holders, and agents of Genworth Financial, Inc. and its affiliated life insurance companies. According to Genworth, information impacted by the breach included, among other things, customers' names, dates of birth, Social…
A former corrections officer from the Marmora section of Upper Township is accused of organizing two fraud schemes, the U.S. Attorney's Office said Wednesday. DeSalvo was the creator of a cryptocurrency known as "Blazar Token," which he marketed to police, fire personnel, EMTs and other first responders as a "crypto pension," the U.S. Attorney's Office said in a news…
“Longevity as Opportunity – New Conversations on Work, Finances, and Well-Being” revealed how navigating an increasingly complex world while planning for longevity presents considerable challenges and opportunities that change as people move through adulthood.
