Here is what this bill actually means for your prospects and how you — the advisor —can move the money to where it does the most good.
The following information was released by Nebraska Senator Pete Ricketts:. We passed the Working Families Tax Cut, which delivered big wins for Nebraska families. This avoided a $2,400 tax increase on the average Nebraska family, "said Ricketts.
Change is inevitable in the financial services industry. Regulations evolve, technology advances, and client needs shift.
Global economic growth is expected to moderate over the next 15 years in relation to prior decades, according to economists at The Conference Board.
The great wealth transfer is well underway, with trillions expected to pass from one generation to the next.
Many parents are looking for ways to build financial security for their children despite rising costs.
Are the holidays a good time to have a long-term care conversation? OneAmerica Financial’s findings shed some light.
Suddenly at the doorstep of retirement, Generation X investors are at a crossroads.
A bill with more than 20 measures to improve retirement and other investment options is headed to the House of Representatives next week.
An executive order issued by President Donald Trump in August encouraged U.S. regulators to make it easier for retirement savers to incorporate alternative assets into their portfolios.
Tuesday’s announcement of a massive private donation to expand President Donald Trump’s “baby accounts” renewed the debate over how effective the seed investment will be.
During this time of charitable giving, advisors can help clients be more strategic about their giving decisions.
Advisors can use the One Big Beautiful Bill Act in three types of strategies under the new tax environment that the bill creates.
When it comes to retirement, the baby boomers get all the attention but it is Generation X that faces a retirement crisis.
Help your clients change their attitude, behavior and habits in planning for future care.
Many Americans rely on their gut feelings, prayers and vibes when making major purchasing decisions, according to a survey by Life Happens.
Nearly half of Americans surveyed plan to file for Social Security benefits before reaching full retirement age, leaving money on the table.
A T. Rowe Price/MIT study reveals how retirement investors’ allocation preferences and accumulated savings become more diverse with age.
Although the lifetime exemption under the One Big Beautiful Bill Act is described as “permanent,” in Washington that means until the next presidential election cycle!
A recent study of 1,000 Americans found that almost half of Americans (45%) would consider a 50-year mortgage if it were available.
