September is National Preparedness Month, a reminder that the best time to prepare for a risk is before it becomes a crisis. For financial professionals, that makes it an ideal time to talk with clients about a risk that can dramatically alter even a well-designed retirement plan: the need for long-term care.
The climbing cost of living is continuing to strain households nationwide. More than half of Americans (53%) say they can’t cover an unexpected $1,000 expense with their savings alone, according to Bankrate’s 2026 Annual Emergency Savings Report.
Savvy Ladies 2026 Mid-Year National Women’s Financial Trends Report, based on aggregated data from the Savvy Ladies National Free Financial Helpline, reveals a significant 22% YTD increase in women seeking financial guidance, providing a unique real-time view of how women are navigating an evolving economic landscape and proactively building their financial futures.
A new survey released by FinanceBuzz, conducted in partnership with Bank of America, reveals key generational differences between younger and older online shoppers. According to the study’s results, 93% of Americans regularly shop online, amassing an average of over 150 packages each year.
U.S. employers are more optimistic about the economy and their own business outlooks, but many workers remain uncertain about their financial futures, according to the latest Principal Financial Well-Being Index℠.
Between dot-com crashes, the 2008 financial crisis, and a global pandemic, Generation X has weathered a gauntlet of economic disruptions.
The Guardian Life Insurance Company of America® (Guardian) recently released its latest publication, Next-Gen Wealth: New opportunities for families and business owners.
Betterment, a trusted wealth and savings platform, today released its 2026 Retail Investor Survey, the fourth annual look at how retail investors navigate financial decisions and what shapes their confidence.
Asset managers are expanding product capabilities across vehicles, solutions, asset classes, and geographies, creating new demands on product organizations.
Most Americans don’t need more financial advice—they need help turning good intentions into lasting financial habits.
