A new study from The Standard shows that Generation Z takes a forward-looking approach to money, wanting help with saving and planning.
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‘Sandwich generation’ women say caregiving impacts financial goals
Caring for both children and parents or relatives has hurt the ability of women in the sandwich generation to save for their financial goals.
Navigating client communication in the investment industry
To navigate advertisements and compliance, it’s important to understand the applicable rules and regulations.
Retirement: Overcoming the high cost of fear
Why Americans fear spending down their savings and routinely claim Social Security early and how fear often drives those decisions.
Longer lifespans mean redefining retirement
People are living longer and that means the traditional view of retirement must change.
Two amendments placed on the November ballot by the Florida Legislature involve tax money. It’ s the part between $50,000 and $75,000 of a home’ s value as applied to the tax bases of all local governments except schools. But it could reduce taxes paid of all governmental agencies except schools, on the exemption that now excludes valuations between $50,000 and…
Trust is the top factor when choosing a financial professional
Equitable released a new study, “How to Plan for the Great Wealth Transfer,” aimed at helping financial professionals better understand the characteristics and goals of those who stand to benefit from the great wealth transfer in the United States.
Registered investment advisors have higher concerns about the overall economic outlook compared to the first half of the year, according to the newest Economic Outlook Index released by Security Benefit in partnership with Greenwald Research.
What would proposed Social Security changes mean for clients?
The future of Social Security solvency has been a topic of debate, especially during this election year. But what financial impact would each of the scenarios under discussion have on real Americans? And would those scenarios have any effect on the Social Security program over the long term?
Connecting for Success: Who do you need to know in an organization?
You joined an organization and show up at events but only meet a few of the members. Where are the rest hiding? You need introductions from the people who know where to find them.
Most Americans fear financial decline if their preferred candidate loses
Nearly 4 in 5 Americans expect their personal finances to decline if their preferred candidate loses the presidential race.
With retirement dreams on the horizon, Gen X women on average believe they will need more than $2 million to retire comfortably, more than any other generation of women.
3 emerging financial threats to retirement planning in 2024
Retirement planning must consider the general factors that affect every retiree.
Emotional intelligence is a sought-after skill for advisors
Advisors must ensure their clients feel that their needs are heard and supported.
Americans are increasingly concerned about the future of Medicare, with nearly two-thirds (63%) fearing the program will not be there when they need it, according to the annual Nationwide Retirement Institute Health Care Costs in Retirement survey.
Navigating the Hurdles: A guide to selling LTC insurance
There are many challenges in selling long-term-care insurance. So, what does it take to rev up sales of this much-needed product?
As the November election looms, Americans are bracing for potential financial challenges and taking proactive steps to safeguard their financial well-being, according to Americans’ Financial Outlook and the 2024 Election, the latest CFP Board research report.
Market volatility fuels risk-averse stance among investors
Following recent market volatility, the majority of Americans want to reduce risk in their financial strategy and bolster their portfolio against future volatility, according to the 2024 Q3 Quarterly Market Perceptions Study from Allianz Life.
Poor website design could be hindering Americans’ retirement planning, study finds
A recent survey found approximately one in five retirement plan websites and mobile apps do not meet client expectations.
Are all millionaires confident in their financial plans?
While nearly half of millionaires surveyed believe their financial plans need improvement, those with financial advisor feel more confident.
