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Single Americans Are Financially Confident but Wary About Aging Alone: Study
3+ hour, 13+ min ago (72+ words) Think Advisor Single Americans Are Financially Confident but Wary About Aging Alone: Study What You Need To Know - Ninety-one percent of financially solo adults feel a sense of accomplishment. - Widowed adults are more likely than other financially solo people to…...
Americans Are Most Financially Burdened in These 12 States
6+ day, 2+ hour ago (192+ words) Fifty-seven percent of Americans say their financial situation is only fair or poor, according to a Pew Research Center survey conducted in May. But a household's location can be a major factor in how difficult it is to keep up…...
Sharply Higher Social Security COLA Expected for 2027
1+ week, 1+ day ago (64+ words) Think Advisor Sharply Higher Social Security COLA Expected for 2027 What You Need To Know - One independent analyst predicts a 4. 2% benefit increase; the Senior Citizens League sees a 3. 9% rise. - A 3. 9% COLA would mean an increase of $81. 17 a month for the average…...
Americans' 9 Biggest Financial Worries: Gallup
2+ week, 5+ day ago (81+ words) Affordability continues to be the chief financial challenge for American households, with concerns about costs far outpacing all other financial worries, according to Gallup's annual Economy and Personal Finance survey, conducted between April 1 and April 15. From Patchwork to Platform: The…...
When Volatility Rises, Ladders Add Stability
4+ week, 14+ hour ago (1079+ words) These investment strategies can also address interest rate risk. Investors have been using laddered investment strategies for many years. As a financial professional, understanding when and how to implement a laddered strategy into a client's financial plan can be extremely…...
Top 10 Countries for Wealthy Families, 2026
1+ mon, 1+ week ago (61+ words) Education and citizenship increasingly function together as intergenerational assets that accumulate and compound for globally mobile families, according to Henley & Partners, which has released its 2026 Opportunity Index. State of Wealth Management: Are You Ready for the Great Wealth Transfer? 10 Ways…...
Treasury Secretary Bessent Exits Acting IRS Commissioner Role
2+ mon, 4+ day ago (43+ words) Think Advisor Treasury Secretary Bessent Exits Acting IRS Commissioner Role Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts....
Trump DOL to Abandon Fiduciary Rule Defense
5+ mon, 3+ week ago (47+ words) The department is expected to propose a new fiduciary rule in May 2026. Trump DOL to Abandon Fiduciary Rule Defense Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive…...
Women's Economic Power Is Surging: Survey
2+ mon, 2+ week ago (62+ words) Think Advisor Women's Economic Power Is Surging: Survey What You Need To Know - Millennial women in the survey outpaced men in total and investable assets. - Eighty-one percent of female respondents said they prioritize values related to body, spirit and soul....
Nearly Half of Retirees Are Short on Emergency Cash: Study
4+ mon, 1+ week ago (87+ words) Think Advisor Nearly Half of Retirees Are Short on Emergency Cash: Study What You Need To Know - Only 58% of retirees have the cash to cover a year's worth of emergency spending; another 16% could get it from a retirement account, according…...