Two amendments placed on the November ballot by the Florida Legislature involve tax money. Itā s the part between $50,000 and $75,000 of a homeā s value as applied to the tax bases of all local governments except schools. But it could reduce taxes paid of all governmental agencies except schools, on the exemption that now excludes valuations between $50,000 and…
Equitable released a new study, āHow to Plan for the Great Wealth Transfer,ā aimed at helping financial professionals better understand the characteristics and goals of those who stand to benefit from the great wealth transfer in the United States.Ā
Registered investment advisors have higher concerns about the overall economic outlook compared to the first half of the year, according to the newest Economic Outlook Index released by Security Benefit in partnership with Greenwald Research.
The future of Social Security solvency has been a topic of debate, especially during this election year. But what financial impact would each of the scenarios under discussion have on real Americans? And would those scenarios have any effect on the Social Security program over the long term?
You joined an organization and show up at events but only meet a few of the members.Ā Where are the rest hiding?Ā You need introductions from the people who know where to find them.
With retirement dreams on the horizon, Gen X women on average believe they will need more than $2 million to retire comfortably, more than any other generation of women.
Americans are increasingly concerned about the future of Medicare, with nearly two-thirds (63%) fearing the program will not be there when they need it, according to the annual Nationwide Retirement Institute Health Care Costs in Retirement survey.
As the November election looms, Americans are bracing for potential financial challenges and taking proactive steps to safeguard their financial well-being, according to Americansā Financial Outlook and the 2024 Election, the latest CFP Board research report.
Following recent market volatility, the majority of Americans want to reduce risk in their financial strategy and bolster their portfolio against future volatility, according to the 2024 Q3 Quarterly Market Perceptions Study from Allianz Life.
Working with women is one of the biggest opportunities financial professionals have today. But they must understand how women view money and know the right language to be a trusted advisor to them.