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.
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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.
Equitable released a new study, “The Advantage of Advice: How Small Business Owners Navigate Growth, Retirement and Workplace Strategies.”
The Financial Planning Association announced the appointment of Dennis J. Moore, MBA, CFP, as its new chief executive officer.
Why annuities are the answer to retirement worries
In my 17 years as a financial advisor, I have found that annuities are one of the most reliable products I can suggest to my clients.
401(k) Annuity Hub aimed at lifetime income in DC plans
Interest in lifetime income products within retirement plans is growing, and a new tool helps plan sponsors and advisors to match the right annuity product into the 401(k) plans for their employer clients.
Chucking the 4% Rule to boost retirement spending
A researcher said his plan empowers retirees to safely spend more of their wealth while avoiding both premature portfolio depletion and unnecessary underspending.
While Social Security is an important source of income in retirement, most Americans lack basic knowledge of the program and could risk misusing the benefit, according to the 2025 Annual Retirement Study from the Allianz Center for the Future of Retirement.
Flat-fee 401(k) plans: A simple solution for small-business clients
Fall is here, and with it comes a rush of deadlines, budgets and year-end planning.
Tariffs fuel import surge but economic slowdown looms
U.S. imports surged in the first quarter as businesses scrambled to obtain products they needed before tariffs took effect.
