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Health insurance premium tax bill moving in Iowa House

March 13, 2026

Iowa House lawmakers are advancing legislation that would place a temporary tax increase on some health insurance companies in the state— matching a similar legislative proposal moving in the Senate. The House bill, like its Senate counterpart, would temporarily increase the tax on health insurance premiums from 0.925 percent to 3 percent to help the state…

March 13, 2026

Rising health care costs drive sharp increase in retirement anxiety

Persistent and rising health care costs, coupled with longer life expectancies, are driving a sharp rise in retirement anxiety, according to MetLife’s new 2026 Paycheck or Pot of Gold Study.

Health insurance premium tax bill moving in House

March 12, 2026

Iowa House lawmakers are advancing legislation that would place a temporary tax increase on some health insurance companies in the state— matching a similar proposal moving in the Senate. The House bill, like its Senate counterpart, would temporarily increase the tax on health insurance premiums from 0.925% to 3% to help the state cover increasing Medicaid…

Iowa Senate committee approves one-time tax increase on certain health insurance plans

March 12, 2026

In addition to the tax increase, which lawmakers estimated would provide the state $173 million in one-time funds and $61 million in the years following, the bill also would route $70.3 million from the state General Fund to the Iowa Department of Health and Human Services for the state's Medicaid program. Green said the "One Big Beautiful Bill" Act approved by…

March 11, 2026
Image shows the SEC logo
The SEC is revising its enforcement manuel.

SEC manual shake-up: What every insurance advisor needs to know now

The SEC Division of Enforcement announced important updates to its Enforcement Manual to improve the consistency and uniformity of investigative practices

Retirement moves to make before April 15

March 10, 2026

There is still time to make some sound financial decisions that will help those planning for their retirement, making March a great time for a market reality check.

March 9, 2026
Image shows a pair of cartoon millennials meeting with an advisor
Millennial couples are due to inherit substantial assets in the coming years.

Millennials are inheriting billions and they want to know what to do with it

Millennials are emerging as the next financial phenomenon and are already shaping the economy. They require tailored financial advice.

March 9, 2026

What Trump Accounts reveal about time and long-term wealth

Trump Accounts aren’t the only savings vehicles for children, but they are unique.

Wellmark still worries over lowered projections of Iowa tax hike

March 7, 2026

A proposal to temporarily increase a state tax on health insurance premiums to help cover a $1 billion shortfall in the state budget will impact Wellmark Blue Cross and Blue Shield, the state's largest health insurer, much less than the company originally feared, Wellmark officials and state administration leaders said Thursday. Kim Reynolds'…

Wellmark still worries over lowered projections of Iowa tax hike

March 6, 2026

DES MOINES— A proposal to temporarily increase a state tax on health insurance premiums to help cover a $1 billion shortfall in the state budget will impact Wellmark Blue Cross and Blue Shield, the state's largest health insurer, much less than the company originally feared, Wellmark officials and state administration leaders said Thursday.

March 6, 2026
Image shows a graphic of an older couple approaching a bridge of laptops
Technology could help seniors close the retirement savings gap.

Could tech be the key to closing the retirement saving gap?

With many Americans’ retirement savings falling far short of what they really need for long-term financial security, technology could be leveraged to help close the gap.

March 5, 2026

Different generations are hopeful about their future, despite varied goals

Americans of all ages are hopeful about improving their financial situations this year. But the financial goals for each generation vary.

Geopolitical instability and risk raise fears of Black Swan scenarios

March 4, 2026

Although Black Swan events are not seen to be immediately likely, these rare, high-impact scenarios are perceived as increasingly plausible and should be considered by executive boards given their potential consequences.

Structured Note Investors Recover $1.28M FINRA Award Against Fidelity

March 4, 2026

Haselkorn& Thibaut wins $1.28 M FINRA award against Fidelity over structured note losses, intensifying its investigation into Vora Wealth Management strategies. PALM BEACH, FL, UNITED STATES, March 3, 2026/ EINPresswire.com/– Haselkorn& Thibaut, a national investment fraud law firm, has announced a FINRA arbitration award totaling over $1.28 million in…

March 4, 2026
Image shows a couple meeting with a financial advisor
Market reports are the basis for objective, data-driven, investment decision-making.

Market reports turn economic trends into a strategic edge for advisors

Market reports usually include pricing pressures and geographic risk factors that turn complex data into practical guidance for retirement planning.

March 3, 2026
Image shows the SEC logo and a pic of Tai Lopez
The SEC is in settlement talks with three defendants it accuses of running a scam.

SEC in ‘active and detailed’ settlement talks with accused scammer Tai Lopez

The Securities and Exchange Commission and three defendants in a civil enforcement case, including prominent social media influencer Taino “Tai” Lopez, say settlement negotiations are heating up.

March 2, 2026
Image shows the cover of a new book from Jamie Hopkins.
A new book from Jamie Hopkins and Bonnie Treichel focuses on retirement planning.

Sketching out the golden years: new book tries to make retirement planning fun

Jamie Hopkins and Bonnie Treichel co-wrote the recently published Your Retirement Sketchbook: 125 Retirement Planning Lessons from Financial Experts.

Most women say they are their household’s CFO, Allianz Life survey finds

March 2, 2026

The majority of women now report being the chief financial officer in their household, according to the latest Women Money Power Study from the Allianz Center for the Future of Retirement, part of Allianz Life.

MassMutual reports strong 2025 results

March 2, 2026

MassMutual reported “excellent” financial results for 2025, driven by strong sales, record operating earnings, and growth of its wealth management…

March 1, 2026

The silent retirement savings killer: Bridging the Medicare gap

Understanding the options when retirement comes before Medicare eligibility.

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