Advisor News

The school district's new $215.3 million budget, described as one of the tightest in years amid soaring costs and dropping student enrollment, is coming amid tax cuts along with $1,100 bonuses to full-time employees and full health insurance coverage. After months of planning, board members passed the budget with a property tax rate of about 93 cents per $100…

More than 50% of people say finances are causing stress, anxiety or feelings of depression.

A new Nationwide Retirement Institute survey found many older business owners near retirement years (aged 60-65) face significant challenges preparing for the next chapter in their careers – and lives.

A new survey unveils fresh insights into the retirement experiences and financial preparedness of baby boomers who retired in the past two to five years, along with some practical advice from respondents for future retirees.

Integrity Marketing Group, a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions,…

Affluent Americans expect to need $5.5 million to retire and pass down wealth to heirs; only 50% say they are very prepared to pass down wealth and have a written plan in place.

A new Thrivent survey reveals more than half of widowed women experienced financial challenges after their spouse’s passing, with 51% either living paycheck to paycheck or struggling to manage their bills.

Gen Xers are feeling less confident than ever about their finances and more worried about retirement than boomers or millennials, according to the 2024 Annual Retirement Study from Allianz Life.

Cerulli finds that only 24% of active 401(k) participants say they are very confident they will be able to maintain their current standard of living in retirement.

Achieving financial independence is the highest priority for Americans aged 25 to 44, according to the 2024 Millennials’ Financial Milestones study, the latest CFP Board research report.