Legacies: A Tempered Dream?
Parents and Grandparents Forgo Frills to Save for Retirement and Raise Kids
The results are in. Moms and dads really can’t have it all – or at least they can’t without some form of compromise. read more
More Record Highs and New Data
Another week, another round of record highs. Despite concerns about how France's upcoming presidential election could affect the European Union's stability, U.S. stocks ended the week up yet again. read more
Today’s Big Cons
Will Phone and Cyber Scams Spell the Death of Direct Marketing?
by Mark Breading
We are facing an epidemic that is only going to get worse – the scourge of cyber and telephone based scams against individuals and businesses. read more
The Income Challenge
Fixed Annuity Sales Hit Record $117.4 billion in 2016
In 2016, total fixed annuity sales hit a record-breaking $117.4 billion, 14 percent higher than 2015 levels and nearly $7 billion higher than 2009 (when sales were last at their highest), according to LIMRA Secure Retirement Institute’s Fourth Quarter U.S. Annuity Sales survey. read more
Just One-In-Five Insurers, Banks Are Confident They Could Detect a Cybersecurity Breach
Upcoming GDPR Regulations to Spur Action, Greater Transparency with Consumers
Insurers and banks enjoy a significantly higher level of trust from consumers in the cybersecurity of their systems (83%) than any other sector, with e-commerce firms at 28% and both telcos and retailers at 13%. read more
The advantages of dental and vision coverage aren’t so blurry anymore
by Deborah Sternberg
Dental and vision insurance have often been overlooked historically, but the coverages are increasingly becoming an essential part of a comprehensive benefits package. read more
Misinformed in the Age of Information
What is the ‘fake news’ impact on stock market prices?
by Taran Volckhause
Fake news has dominated political coverage in the days following Trump’s unlikely election to president of the United States. While the media has only recently started obsessing with fake news, the concept isn’t necessarily a new one. read more
Can small business owners expect some certainty and stability heading into 2017?
Latest Main Street Report reveals a confident lending market that position 2017 as a strong year for small-business credit
While it is still too early to say how the Trump administration will affect small business owners, for now the outlook of lenders and business owners appear to be stable and somewhat optimistic, based on overall credit performance. read more
Actuaries Examine Implications of ACA Reform and Replacement Proposals
High-risk pools, selling health insurance across state lines, and association health plans
In three new issue briefs, the American Academy of Actuaries examines a number of key public policy considerations that policymakers should weigh when evaluating specific proposals for reforming or replacing the Affordable Care Act. read more
April 15: Smart Small Business Tax Choices
Six Questions to Ask Now (Before Tax Day Creeps Any Closer)
by Barbara Weltman
As a small business owner, you like to focus on selling your products and services. Of course you do: It's what you're good at and what you enjoy. read more
How Much is Needed for Health Expenses In Retirement?
Some Couples Could Need as Much as $350,000
by Paul Fronstin, Ph.D., and Jack VanDerhei, Ph.D.
Medicare was never designed to cover health care expenses in full. Deductibles for inpatient and outpatient services were part of the program when it was established in 1965. read more
In Brief with TIAA’s Dan Keady
How can you help your clients get the most out of their financial planning?
by PE Kelley
Finding the right support, tools and strategies to shape a financial plan can feel daunting for many Americans. But putting those pieces together is critical as individuals work toward a more secure future.
U.S. Small and Medium Enterprises Optimistic about Business Prospects in 2017 and Beyond
SMEs Forecast Increased Revenues & Profits, Plan to Focus on Domestic Expansion and Sales Growth to Drive Financial Performance
Small and medium-sized enterprises (SMEs) in the U.S. and worldwide are optimistic about the economy and confident about their future business performance, according to the inaugural American Express Global SME Pulse. read more
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