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Internal Revenue Service Chief Executive Officer Frank J. Bisignano and Senator Bernie Moreno toured the Cleveland area today to highlight Working Families Tax Cuts Act provisions on no tax on car loan interest, no tax on overtime, and the enhanced deduction for seniors. "It's rewarding to visit Ohio and see first-hand how President Trump's Working Families…
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An Irrevocable Life Insurance Trust can help keep precious vacation holdings within the family. (This image was created with AI).

Summer vacations at special family properties can open the door for important discussions on passing down those holdings to the next generation.
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Retirees have very real concerns about outliving their money or needing it later for health care or other major expenses.

New data from Security Benefit shows that two in five financial professionals say 30% or more of their clients spend less than they can in retirement.

Prairie Wealth Advisors, a registered investment advisor providing families with bespoke investment management and wealth planning, today announced a strategic merger with The McEwen Group. The move builds on a long-standing relationship between Prairie Wealth founder and CEO Craig Hundt and Tim McEwen, CFP ®, managing director of The McEwen Group, who…

New research published recently by the Employee Benefit Research Institute finds that many retirees do not draw down their assets in a smooth or predictable way over retirement, and that access to guaranteed income streams, such as defined benefit pension income, may play an important role in helping retirees preserve assets and manage financial shocks later in life.

Measure ER in Los Angeles County is a one-half percent sales tax increase to pay the cost of providing full health insurance to illegal immigrants. It was placed on the ballot by a 4-1 vote of the Board of Supervisors, with only Kathryn Barger in opposition. Proponents, led by Supervisor Holly Mitchell, insist that this tax increase is necessary because of federal…
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Listening carefully to clients can reveal plenty about their concerns.

Your client may not always tell you when they’re lost. That is when being in tune to the key messages contained in body language can help an advisor.
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Two-thirds of Americans would support a SECURE 3.0 package that includes retirement income.

Defined contribution plan sponsors increasingly support approaches that help workers convert retirement savings into a dependable income stream.
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A client can have a well-performing portfolio and still face catastrophic exposure because protection was never coordinated with the plan.

The financial lives of Americans have never been more complex, and complexity is precisely why integration matters.

As lifespans continue to grow longer, Americans are increasingly feeling unprepared for the road ahead, according to the 2026 Mind, Body, and Wallet report from Guardian Life.