Determining how Social Security will impact your future finances is an important component of retirement preparation, and Gregory Ricks& Associates encourages individuals to stay informed of their benefit options as they make decisions leading up to retirement. "We want to make sure we have a discussion about it every year until an individual begins…
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Alternative assets in retirement accounts: What’s next?
President Donald Trump signed an executive order in August that aims to expand 401(k) options to include private equity and other alternative assets.
What to know about serving households with $5M to $10M in investable assets
Households with $5 to $10 million in investable assets have a high comfort level with market volatility, a recent study finds.
American workers are feeling more optimism about their retirement finances, but that optimism may be masking underlying risks.
Why having access to a retirement savings plan matters
The retirement savings gap and the increasing need for long-term care as the population ages are problems the U.S. cannot afford to ignore.
Indictment: Harvard grad preys on biz school alums for Ponzi scheme
A Harvard graduate who told investors he could time Warren Buffett’s investments to return huge profits was actually running a Ponzi scheme, authorities said.
Tips for translating finance for the Gen Z client
No matter their age, everyone can benefit from financial education. Clients need context to better understand how our financial plan recommendations can help them reach their goals.
CFP Board lists six public policy priorities
CFP Board announced six key public policy priorities that will guide its work to strengthen the financial planning profession, expand access to competent and ethical financial advice, and protect the public.
Charitable planning can’t wait until 2026
As we approach the end of 2025, financial professionals face a pivotal opportunity to help clients maximize charitable giving strategies before key tax provisions change.
Fed cuts rates 25 basis points as Powell warns of cooling jobs market
Federal Reserve cuts ratesby one quarter basis point, warning of slow job market as inflation stays stubbornly above target.
Federal Reserve policymakers are in a tough spot as they meet this week. Even before President Trump pushed through new tax cuts, federal spending adjustments and tariffs, the economy was slowing. The One Big Beautiful Bill Act increases anticipated federal deficits a bit more than $300 billion a year, but Mr.
Markets eye Fed rate cut as Powell’s guidance takes center stage
The Fed faces a balancing act: offer enough stimulus with a rate cut to reassure markets without signaling panic or jeopardizing credibility.
Not all in Gen Z think alike about retirement planning
The cultural divide among Generation Z isn’t just political — it’s deeply personal.
Nearly a million fewer jobs were created during the end of the Biden Administration, according to a recent report by the Bureau of Labor Statistics. If the Federal Reserve has been basing interest rate decisions on preliminary data from the Bureau of Labor Statistics, then American families who' ve suffered under high rates deserve a massive correction by the…
‘Sandwich Generation’ pressures derail retirement plans for millions, study finds
Americans who have both young children and aging parents are struggling to stay on track toward retirement and long-term financial goals.
New York Life’s latest Wealth Watch survey reveals a growing “financial confidence gap” — the difference between where Americans feel they are financially and where they aspire to be.
The oldest members of Generation X turn 60 in 2025 and many in the “middle child” generation find themselves hurtling closer to their retirement years with deep uncertainties about the state of their finances.
Trump’s dismissal of a Fed governor could redefine presidential power
The firing of Federal Reserve board member Lisa Cook isn't just about Lisa Cook- it's about presidential power. President Donald Trump's penchant to act first, ask later was on full display recently when he became the first president in American history to fire a member of the Federal Reserve Board. Before he fired Lisa Cook, President Trump had spent months…
Making connections with younger advisors
Connecting with millennial and Generation Z advisors requires a different approach than what may have worked in the past.
Retirees fear tariffs, inflation costs will outpace Social Security benefits
Concerns about global trade and tariff changes are adding to the financial pressures that many American retirees are facing.
