Financial professionals and their clients have sharply different views on whether they discuss critical health-related issues during retirement planning, according to the final chapter of Alliance for Lifetime Income by LIMRA’s 2025 Protected Lifetime Income & Planning study.
—Up until this week, Wall Street has generally benefited from the Trump administration’ s policies and has been supportive of the president. When President Donald Trump signed the One Big Beautiful Bill into law in July, it pushed another significant round of tax cuts and also cut the budget of the Consumer Financial Protection Bureau, at times the banking…
Many Americans are ready to leave an economically turbulent 2025 behind and achieve greater financial goals in 2026.
The Financial Services Institute, a leading advocacy organization for independent financial services firms and financial advisors, today announced five new…
Few pieces of legislation have sparked as much discussion as the One Big Beautiful Bill Act.
To help financial planners become more comfortable with this emerging technology, the Financial Planning Association has partnered with Capital Investment Advisors to launch the FPAi Authority.
Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.
Senate leaders are signaling caution, warning that dramatic tax cuts could destabilize local governments, which rely heavily on property taxes to fund local services. Democrats, who have little power in the Florida Capitol, are framing affordability as a crisis driven by insurance markets, housing shortages and stagnant wages, and have rolled out a slate of…
Equitable released a new study, “Approaching Retirement: Getting Gen X from Good to Great.”
Although most Americans fell short of their financial resolutions in 2025, most are optimistic 2026 will be their year for a “resolution rebound.”
Although the U.S. is not officially in a recession, many consumers are already carrying the mental baggage of planning for one.
CFP Board announced that Terri Kallsen has ascended to the role of Chair of its Board of Directors.
Most investors prioritize investments that provide a guaranteed income stream in retirement, while only 66% of advisors share that priority.
Democrats did after the 2024 election, and now it's Republicans turn as the New Year begins with a big spike in health insurance premiums for many Americans. While Democrats try to keep voters' attention focused on health care, Republicans are reminding them of the new tax cuts and the old temporary ones made permanent by the bill. "The press does a great job of…
The “One Big Beautiful Bill Act” didn’t just change tax rules or policy language — it changed how prospects feel.
Are Americans who have strong financial habits more likely to report better physical and mental health? A new study takes a look.
After getting an earful from citizens concerned about next year's property tax hike, the Winona County Board, in a 3-2 vote, approved an 11% increase in the 2026 property tax levy. That was largely driven by $3 million in increased payroll costs, a combination of higher health insurance premiums, annual raises for staff, and Minnesota's new Paid Family Leave law.
As 2025 comes to a close, many financial professionals are turning to market forecasts from top financial firms to gain insights into what’s ahead for 2026.
American workers are feeling more optimistic about their retirement finances, but that optimism may be masking some underlying risks.
A see-saw year for the U.S. economy in 2025 looks set to give way to a stronger 2026 thanks to tailwinds from President Donald Trump's tax cuts, less uncertainty around tariffs, the ongoing artificial intelligence boom and a late-year run of interest-rate reductions from the Federal Reserve. "The boost from fiscal stimulus alone could add one-half percent or…
