Financial advisors and tax professionals may have lots to chew on with the business owners among…
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Fidelity: Advisor insights on university faculty retirement
Pressure, lawsuits and the withholding of funds have created budgetary pressures at American colleges and universities,…
Gen X split: Why advisors need two strategies
Generation X is anything but uniform, especially when it comes to money. Often labeled the “forgotten…
Advisor’s guide to managing client pessimism in bull market
The Federal Reserve is set to meet this week to decide whether or not to lower…
BlackRock: Plan sponsors say active funds can beat market
Most workplace plan sponsors still believe active management can outperform the market, according to new research…
How extra stock exposure helps older Americans in retirement
Older Americans hold a bigger share of stocks than they’d like, according to the Center for…
OBBBA impact on charitable donation strategies
Financial advisors and tax professionals may soon be getting questions from wealthy clients about whether they…
Gen X and baby boomers contributing more to IRAs
Older Americans are ramping up their IRA contributions, according to Fidelity’s latest retirement analysis study. Advisors…
Financial advisor searches hit new high amid surging demand
Americans are googling for financial advisors like never before. Search interest in financial advisors climbed sharply…
From lottery wins to inheritance, how to help clients with windfalls
Saturday’s Powerball jackpot — headed toward $1 billion as of press time — is now the…
What OBBBA means for HSAs: key takeaways for advisors
Health savings accounts (HSAs) remain one of the most versatile tools in a client’s financial planning…
Non-grantor trusts could stack big tax breaks under OBBBA
The One Big Beautiful Bill Act will lead to a “renaissance” of income tax planning through…
Bipartisan bill would create catastrophic LTSS insurance
Rising long-term care costs can upend even the best retirement plans. But a bipartisan bill could…
Democrats warn GOP’s anti-ESG push could endanger retirement savings
Democratic state officials from New York to California sent letters to asset managers overseeing trillions of…
J.D. Power: Medicare Advantage satisfaction declines
Medicare Advantage has grown to cover a substantial share of Medicare beneficiaries over the past two…
How and why to disclaim an inheritance
Not everyone wants an inheritance. Popular reasons for rejecting a windfall include avoiding tax hits, preserving…
The Next Step: Millionaire store clerk eyes early retirement
There’s low-cost living, and then there’s the freegan-living millionaire featured in this edition of The Next…
Medicare Advantage cuts: What advisors should know
Medicare Advantage enrollment has surged over the past two decades, but insurers’ enthusiasm for the program…
Edward Jones’ new household growth drops sharply in Q2
Edward Jones struggled to attract new client households in the second quarter, even as its total…
Trump executive order opens 401(k)s to private assets
President Donald Trump on Thursday signed an executive order directing regulators to clear the path for…