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.
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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…
What a 50-year mortgage could mean for homebuyers
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.
Estate planning is not just for the wealthy
Estate planning isn’t only for the wealthy. It’s a crucial part of financial wellness for everyone.
The New Playbook: AI-powered prospecting for insurance agents
One of the ways agents use AI is to generate leads. By focusing on pre-qualified, high-intent prospects,, agents can grow their client base.
Gen X was promised jetpacks, not assisted living
Back in the 1980s, Generation X was promised a tech-fueled future. The present reality is much different.
The Financial Planning Association announced that its four annual national conferences are being reengineered and rebranded to make them more impactful and relevant in what has become a crowded financial services conference landscape.
Americans with strong financial habits are significantly more likely to report better physical and mental health, according to the MassMutual Health & Wealth Habits Report.
Why fiduciary liability insurance is necessary as PE enters the 401(k) space
The retirement planning ecosystem is undergoing significant shifts, from demographic changes and concerns of an aging population to economic instability.
Client conversations: Words to use and words to lose
Conversations are the backbone of what financial professionals do with clients.
Federal Reserve cuts rates gain; Powell says Dec. cut ‘not a forgone conclusion’
The Federal Reserve wrapped up a two-day meeting Wednesday with a second consecutive quarter percentage point, or 25 basis points.
A new study by Prudential Financial shows that mass affluent people around the world are confident about their retirement preparedness, but there is work to be done to help them protect their nest eggs and secure dependable income that lasts a lifetime.
Millennials feel forced to choose between retirement and homeownership
Millennials are facing an unprecedented financial squeeze: a staggering 58% feel like they have to choose between homeownership and retirement security, according to a new Advisor Authority study, powered by the Nationwide Retirement Institute.
Social Security COLA to rise by 2.8%
The Social Security cost-of-living adjustment will be 2.8% in 2026, the Social Security Administration said today.
