by A&A Editorial Team | Feb 4, 2025 | A&A Editorial Team, Advisory, Wealth
In recent years, the financial landscape has shifted dramatically, especially for younger generations like Millennials and Gen Z. Northwestern Mutual’s 2024 Planning & Progress Study highlights that only 26% of Americans now expect to leave an inheritance, with...
by John Poston | Jan 7, 2025 | Advisory, John Poston, Wealth
Takeaways Around 61% of Americans fear retirement more than death due to financial concerns and psychological factors. As financial professionals, understanding these fears is crucial for helping clients navigate this challenging life transition. Beyond financial...
by A&A Editorial Team | Sep 30, 2024 | A&A Editorial Team, Advisory, Retirement, Wealth
Recent research from the Alliance for Lifetime Income demonstrates a significant gap between the advice retirees receive from financial professionals and what those clients actually take away from these conversations. Financial professionals must bridge this...
by A&A Editorial Team | Sep 10, 2024 | A&A Editorial Team, Advisory, Retirement, Wealth
As a trusted financial professional, you ensure your clients’ financial security throughout their retirement journey. Unfortunately, retirees are often attractive targets for identity theft and financial fraud due to their accumulated savings and potentially...
