A recent study finds that most retirees are increasingly using technology, including for financial and retirement planning purposes.
AmeriLife Group, a national leader in developing, marketing, and distributing life and health insurance, annuities, and retirement planning solutions, announced the appointment of Todd Buchanan as president of AmeriLife Wealth.
CFP Board reported a milestone year in 2025, with record numbers of new CFP certificants and exam candidates.
The following information was released by Iowa Senator Charles Grassley:. Floor Remarks by Senator Chuck Grassley of Iowa. Recently, the Department of Health and Human Services' Inspector General published an audit that found millions of dollars were paid out from state Medicaid programs to Managed Care Organizations for deceased enrollees.
Americans are envisioning their retirement years as a launchpad for adventure, active living, and passion projects.
Financial professionals and their clients have sharply different views on whether they discuss critical health-related issues during retirement planning, according to the final chapter of Alliance for Lifetime Income by LIMRA’s 2025 Protected Lifetime Income & Planning study.
—Up until this week, Wall Street has generally benefited from the Trump administration’ s policies and has been supportive of the president. When President Donald Trump signed the One Big Beautiful Bill into law in July, it pushed another significant round of tax cuts and also cut the budget of the Consumer Financial Protection Bureau, at times the banking…
Many Americans are ready to leave an economically turbulent 2025 behind and achieve greater financial goals in 2026.
The Financial Services Institute, a leading advocacy organization for independent financial services firms and financial advisors, today announced five new…
Few pieces of legislation have sparked as much discussion as the One Big Beautiful Bill Act.
To help financial planners become more comfortable with this emerging technology, the Financial Planning Association has partnered with Capital Investment Advisors to launch the FPAi Authority.
Financial modeling allows both advisors and clients to dive deep into the “what-if” scenarios that life may throw at them.
Senate leaders are signaling caution, warning that dramatic tax cuts could destabilize local governments, which rely heavily on property taxes to fund local services. Democrats, who have little power in the Florida Capitol, are framing affordability as a crisis driven by insurance markets, housing shortages and stagnant wages, and have rolled out a slate of…
Equitable released a new study, “Approaching Retirement: Getting Gen X from Good to Great.”
Although most Americans fell short of their financial resolutions in 2025, most are optimistic 2026 will be their year for a “resolution rebound.”
Although the U.S. is not officially in a recession, many consumers are already carrying the mental baggage of planning for one.
CFP Board announced that Terri Kallsen has ascended to the role of Chair of its Board of Directors.
Most investors prioritize investments that provide a guaranteed income stream in retirement, while only 66% of advisors share that priority.
Democrats did after the 2024 election, and now it's Republicans turn as the New Year begins with a big spike in health insurance premiums for many Americans. While Democrats try to keep voters' attention focused on health care, Republicans are reminding them of the new tax cuts and the old temporary ones made permanent by the bill. "The press does a great job of…
The “One Big Beautiful Bill Act” didn’t just change tax rules or policy language — it changed how prospects feel.
