Pre-Retirees Have a Health Care Planning Problem
By Michael S. FischerA gap exists between perceptions of health care and long-term care costs and overall financial preparedness, research finds.
January 23, 2025
14 Tax Changes Republicans Could Make in 2025Lawmakers are floating options like repealing interest deductions for student loans, mortgages and muni bonds.
January 23, 2025
Stocks Get Trump Boost as S&P 500 Tops 6,100Stocks rose after Trump urged OPEC to lower crude prices and said he'll push for rate cuts.
January 23, 2025
U.S. Consumers Face Much More Uncertainty About FinancesA new index shows why retirement savers look fine on paper but feel dizzy in practice.
January 23, 2025
Your Clients May Live to 100. Don't Use the 60/40 Glidepath.Advisors face a big challenge: helping clients with a retirement that could last as long as their careers.
January 23, 2025
10 Steps to Get a Prospect to CommitThey seem interested, but to make them a client, you must master the art of the follow-up.
January 22, 2025
JPMorgan’s Dimon Sees Inflated Stocks as ‘Animal Spirits’ ReturnThe CEO remains cautious about deficit spending, the potential for persistent inflation and geopolitical issues.
January 22, 2025
IRS' New Roth Catch-Up Contribution Guidance: The DetailsHere's what 401(k) advisors and employers should know about the long-awaited proposed regs.