Are You Prepared For The Great Wealth Transfer?

Nearly three quarters of Americans (72%) lack the financial confidence needed to manage a large influx of money on their own, according to a new survey by Citizens.

Understanding 529 Plans

Even though 529 plans are an important tool for education savings, many still are unaware of their uses, according to new research financial services firm Edward Jones conducted with Morning Consult.

Gen Zers And Young Millennials Took Out 40% Of U.S. Mortgages In 2023

Two in five (39.7%) new mortgages issued in 2023 went to homebuyers under 35, and 26.5% went to buyers aged 35-44. Next came 45-54 year olds, who took out 16.1% of new mortgages, 55-64 year olds (10.8%), and 65-74 year olds (5.4%). That’s according to a new report from Redfin.

US Life/Annuity Investment Portfolio Yields Rebound In 2023

Rising interest rates in 2023 helped boost the portfolio yields of U.S. life/annuity insurers by nearly 30 basis points, to 4.74% from 4.47% in the previous year, according to a new AM Best report.

Americans Opt For Fun In The Sun With Well-Being On The Back Burner

Americans’ bags are packed for summer vacation, whether or not their wallets can spare it, according to the latest Consumer Spending & Saving Index from MassMutual.

Retirement For Three

As a parent of an adult child with disabilities and as an advisor who does comprehensive planning working with special needs families, retirement planning is very different. Typically, I refer to it as retirement for three.

Dreamscrolling: Motivating Americans To Reach Their Financial Goals

The average American spends nearly two and a half hours a day dreamscrolling – looking at dream purchases or things they’d like to one day own, according to new research from Empower.

Security In Retirement

Jackson National Life Insurance Company, the main operating subsidiary of Jackson Financial Inc., today released key findings from its study on how consumers and financial professionals perceive inflation risk and the associated impacts on retirement income planning.

2024 Small Business Survey

According to the results of the 2024 Small Business Survey, released today by TD Bank, America’s Most Convenient Bank®, a large majority of small business owners (SBOs) have a positive outlook on the future of their business.

Milliman Public Pension Funding Index

Milliman, Inc., a premier global consulting and actuarial firm, today released the latest results of its Public Pension Funding Index (PPFI), which analyzes data from the nation’s 100 largest public defined benefit plans.