12 Best States for Living in Retirement: 2022
New research from Caring.com, a senior care referral service, shows that affordability is a top priority for seniors and those...
life insurance
Why Stocks Took a July Vacay From Fundamentals
Indeed, stocks had their biggest ever post-Federal Open Market Committee rally as traders responded to Fed Chair Jerome Powell’s unscripted...
Study Examines Who Wants Advice Within Retirement Plans
What You Need to Know Advice-seeking increased with age, account balance, annual contribution level and changes in marital status, the...
Are We in a Recession? Here's What 6 Key Indicators Show
The official arbiters of U.S. recessions look at six monthly indicators in determining whether the nation is indeed in a...
The Run From REITs Is 'Overdone': Morningstar Analyst
What You Need to Know REITs overall are trading an estimated 20% below fair value, Morningstar analyst says. They must...
The Next Fintech Movement Coming to America
Moving South Canadians making it big in the United States is not a new phenomenon, of course. Just consider this...
How to Plan When One Spouse Retires While the Other Keeps Working
When one spouse retires and the other continues to work, “It’s important to pay attention to the psychological component,” Douglas Boneparth,...
Raymond James Creates Advisor Network for Veterans
What You Need to Know Raymond James has created a Veteran Financial Advisors Network as part of its Advisor Inclusion...
Worker Classification for Independent Financial Professionals: Big Changes Ahead?
What You Need to Know The Labor Department plans to propose new rules on classifying workers. It's unknown, for now,...
New York Asks Life Insurers for Disaster Plan Updates
What You Need to Know Carriers are supposed to send in their updated disaster response plans and business continuity plans...
