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.
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.
During this time of charitable giving, advisors can help clients be more strategic about their giving decisions.
Advisors can use the One Big Beautiful Bill Act in three types of strategies under the new tax environment that the bill creates.
When it comes to retirement, the baby boomers get all the attention but it is Generation X that faces a retirement crisis.
Help your clients change their attitude, behavior and habits in planning for future care.
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 plan to file for Social Security benefits before reaching full retirement age, leaving money on the table.
A T. Rowe Price/MIT study reveals how retirement investors’ allocation preferences and accumulated savings become more diverse with age.
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!
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.
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 is beginning to recover after a slump over the past few months, while economists forecast a softening of U.S. economic growth in 2026.
The One Big Beautiful Bill Act is big news for estate planners, an estate planning attorney said during a recent webinar.
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…
InsuranceNewsNet asked some experts to weigh in on what the president’s 50-year mortgage proposal could mean for future homebuyers.
Thrivent today released the results of its 2025 Holiday Spending Survey, which shows Americans are approaching the holidays with caution—many say they’ll be scaling back spending to keep their finances in check.
