Suddenly at the doorstep of retirement, Generation X investors are at a crossroads.
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Bill that could expand access to annuities headed to the House
A bill with more than 20 measures to improve retirement and other investment options is headed to the House of Representatives next week.
Private equity, crypto and the risks retirees can’t ignore
An executive order issued by President Donald Trump in August encouraged U.S. regulators to make it easier for retirement savers to incorporate alternative assets into their portfolios.
Will Trump accounts lead to a financial boon? Experts differ on impact
Tuesday’s announcement of a massive private donation to expand President Donald Trump’s “baby accounts” renewed the debate over how effective the seed investment will be.
Helping clients up the impact of their charitable giving with a DAF
During this time of charitable giving, advisors can help clients be more strategic about their giving decisions.
3 tax planning strategies under One Big Beautiful Bill
Advisors can use the One Big Beautiful Bill Act in three types of strategies under the new tax environment that the bill creates.
Gen X’s retirement readiness is threatened
When it comes to retirement, the baby boomers get all the attention but it is Generation X that faces a retirement crisis.
The missing link in LTC planning
Help your clients change their attitude, behavior and habits in planning for future care.
Feelings, prayers and vibes: How many Americans buy
Many Americans rely on their gut feelings, prayers and vibes when making major purchasing decisions, according to a survey by Life Happens.
Nearly half of Americans surveyed will collect Social Security benefits early
Nearly half of Americans surveyed plan to file for Social Security benefits before reaching full retirement age, leaving money on the table.
Older Investors, Wider Bets: How retirement portfolios change with age
A T. Rowe Price/MIT study reveals how retirement investors’ allocation preferences and accumulated savings become more diverse with age.
Adaptable estate planning in our one big beautiful world
Although the lifetime exemption under the One Big Beautiful Bill Act is described as “permanent,” in Washington that means until the next presidential election cycle!
Study: Nearly half of Americans would consider a 50-year mortgage
A recent study of 1,000 Americans found that almost half of Americans (45%) would consider a 50-year mortgage if it were available.
Women dream of a retirement filled with purpose and peace of mind, but fewer than one in five women workers (18%) are very confident they will be able to fully retire with a comfortable lifestyle.
With 20% staff cut, Department of Labor priorities changing fast, analysts say
Staffing at the Employee Benefit Security Administration is down substantially so far in the Trump administration and new leader Daniel Aronowitz has creative plans for the agency.
Consumer confidence recovering as economic growth softens
Consumer confidence is beginning to recover after a slump over the past few months, while economists forecast a softening of U.S. economic growth in 2026.
Big Beautiful Bill is big news for estate planners
The One Big Beautiful Bill Act is big news for estate planners, an estate planning attorney said during a recent webinar.
Why end of year planning should start now
Year-end checkups serve as a checkpoint in client’s progress toward their goals.
Transamerica announced the immediate availability of an Investment Only version of the Transamerica Guaranteed Investment Option, the company’s general account stable value account.
With just under two months left in the year, U.S. consumers have just enough time to make financial moves that can impact their 2025 taxes. Evergreen Wealth, a digital Registered Investment Advisor that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients seeking to build long-term wealth, today…
