by A&A Editorial Team | Sep 10, 2024 | A&A Editorial Team, Regulatory, Wealth
The Secure 2.0 Act, passed in 2022, is poised to introduce significant reforms to the U.S. retirement plan system, with several key provisions set to roll out between 2023 and 2026. As we stand on the brink of these changes, it’s important that financial...
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...
by A&A Editorial Team | Sep 10, 2024 | A&A Editorial Team, Protection/Income, Wealth
The sudden loss of a spouse is an emotionally devastating event that can also precipitate a series of financial challenges for many women. Recent findings reveal a stark reality: 60% of widows were caught off-guard by their spouse’s death, and a troubling 48%...
by Joe Brandau | Aug 16, 2024 | Annuities, Joe Brandau, Wealth
A recent Security Benefit RIA Sentiment Study gauges Registered Investment Advisors’ (RIAs’) perspectives on critical issues for 2024, including client practices, optimistic economic outlook, product offerings, and the potential impact of the 2024 U.S. election....
by John Poston | Aug 7, 2024 | John Poston, Protection/Income, Wealth
The first quarter of 2024 painted a rosy picture for the annuity market. Sales soared to a record-breaking $113.5 billion, a staggering 21% increase compared to last year. This robust growth comes amidst looming regulatory changes and economic uncertainties....
by John Poston | Aug 7, 2024 | John Poston, Protection/Income, Wealth
New research shows the traditional goal of saving a million-dollar nest egg for retirement is being reevaluated. Recent insights from Hearts & Wallets, a leading data and benchmarking firm specializing in financial advice, suggest a shift toward a more nuanced...
