After five consecutive years of cuts, Medicare physicians can finally expect to see higher revenues in 2026. This comes in addition to the reversal of a 2.83% pay cut and the temporary 2% payment increase that was applied through December 2025. This risk management tool was created by Congress in 1986 and allows businesses to set aside tax-deferred reserves to…
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Does a $1M make you rich? Many millionaires today don’t think so
Today, only about one-third of American millionaires consider themselves wealthy, according to a recent study.
Implications of in-service rollovers on in-plan income adoption
In-service rollovers currently provide active employees with the ability to move funds from a defined contribution plan into an individual retirement account without needing to leave their current employment.
2025 Top 5 Advisor Stories: From the ‘Age Wave’ to Gen Z angst
The recent surge of tue boomer retirement tsunami drove interest in financial advisor stories in 2025, along with the angst of Gen Z.
Flexibility is the future of employee financial wellness benefits
SECURE 2.0 introduced innovative provisions that allow plan sponsors to tailor benefits to meet diverse employee needs.
Bill aims to boost access to work retirement plans for millions of Americans
Under the Automatic IRA Act of 2025, employers with at least 10 employees would be required to provide access to an automatic retirement contribution plan.
A new era of advisor support for caregiving
Caregiving is shaping families in a powerful way.
Millennial Dilemma: Home ownership or retirement security?
Millennials face an unprecedented financial squeeze: Many believe they will have to choose between homeownership and retirement security.
Being a financial advisor is a demanding career; balancing client needs, business responsibilities and personal life can often make the year a blur.
How OBBBA is a once-in-a-career window
Here is what this bill actually means for your prospects and how you — the advisor —can move the money to where it does the most good.
The following information was released by Nebraska Senator Pete Ricketts:. We passed the Working Families Tax Cut, which delivered big wins for Nebraska families. This avoided a $2,400 tax increase on the average Nebraska family, "said Ricketts.
5 things I wish I knew before leaving my broker-dealer
Change is inevitable in the financial services industry. Regulations evolve, technology advances, and client needs shift.
Global economic growth will moderate as the labor force shrinks
Global economic growth is expected to moderate over the next 15 years in relation to prior decades, according to economists at The Conference Board.
Estate planning during the great wealth transfer
The great wealth transfer is well underway, with trillions expected to pass from one generation to the next.
Main Street families need trusted financial guidance to navigate the new Trump Accounts
Many parents are looking for ways to build financial security for their children despite rising costs.
Are the holidays a good time to have a long-term care conversation?
Are the holidays a good time to have a long-term care conversation? OneAmerica Financial’s findings shed some light.
Suddenly at the doorstep of retirement, Generation X investors are at a crossroads.
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.
