Equitable released a new study, “The Advantage of Advice: How Small Business Owners Navigate Growth, Retirement and Workplace Strategies.”
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The Financial Planning Association announced the appointment of Dennis J. Moore, MBA, CFP, as its new chief executive officer.
Why annuities are the answer to retirement worries
In my 17 years as a financial advisor, I have found that annuities are one of the most reliable products I can suggest to my clients.
401(k) Annuity Hub aimed at lifetime income in DC plans
Interest in lifetime income products within retirement plans is growing, and a new tool helps plan sponsors and advisors to match the right annuity product into the 401(k) plans for their employer clients.
Chucking the 4% Rule to boost retirement spending
A researcher said his plan empowers retirees to safely spend more of their wealth while avoiding both premature portfolio depletion and unnecessary underspending.
While Social Security is an important source of income in retirement, most Americans lack basic knowledge of the program and could risk misusing the benefit, according to the 2025 Annual Retirement Study from the Allianz Center for the Future of Retirement.
Flat-fee 401(k) plans: A simple solution for small-business clients
Fall is here, and with it comes a rush of deadlines, budgets and year-end planning.
Tariffs fuel import surge but economic slowdown looms
U.S. imports surged in the first quarter as businesses scrambled to obtain products they needed before tariffs took effect.
While shutdowns seem like Washington's problem, they can hit Main Street fast, particularly in the real estate market. For example, the IRS must verify borrower tax returns using the 4506- C form, and the Social Security Administration confirms Social Security numbers. If those systems are unavailable, many lenders simply can't proceed.FHA and VA loans are at…
Americans fall short on longevity planning, new Hancock–MIT study warns
Americans are living longer, but a new John Hancock/MIT study shows they are unprepared for those extra years.
EAU CLAIRE— While discussion is expected to continue on the budget approval for the City of Eau Claire, the release of the preliminary budget gives a prediction of what is on the table for 2026.. Although the city now looks to vote on a balanced budget for 2026, Hirsch said Eau Claire and many other communities have faced their own set of challenges.
As interest in LTC insurance declines, families exposed to care costs
The intent to purchase long-term-care insurance (LTCI) appears to be declining among some Americans., according to a Nationwide survey.
Retirement income options evolve as workers job-hop
The likelihood of employee turnover must be considered when looking at investment options.
Catch-up contributions go Roth-only for older, high-income savers in 2026
One of the most valuable benefits for retirement savers age 50 and older – the IRS catch-up contribution – is about to change.
Market ‘walking a tightrope’ as AI fuels gains
Stocks hit new highs in the third quarter and artificial intelligence is fueling much of those market gains.
How advisors can harness AI responsibly
The question is no longer if financial professionals should use artificial intelligence in their practice, but how.
Gen X seeks less financial advice even as retirement worries rise
Many Gen Xers are moving closer toward retirement with a lot of uncertainty about the state of their finances.
Nationwide Retirement Solutions has added a pooled plan solution to its RetireAssist suite.
Where are seniors most likely to outlive their retirement savings — and why?
Will you outlive your retirement savings? What are the top five states where seniors are most likely to outlive their savings?
More older Americans face a solo retirement; are they prepared?
Older Americans are aging alone, and most have not planned for household or health care assistance.
