by A&A Editorial Team | Jul 11, 2024 | A&A Editorial Team, Protection/Income, Wealth
Many Americans are rethinking the traditional “all-or-nothing” approach to retirement. Instead, “phased retirement” offers a flexible solution, allowing clients to gradually reduce work hours while maintaining some income and health benefits. This can be...
by A&A Editorial Team | Jul 11, 2024 | A&A Editorial Team, Asset Management/Advisory, Wealth
While a recent Northwestern Mutual study indicates a cautiously optimistic outlook on the U.S. economy, a seemingly contradictory trend has emerged: a record number of Americans (33%) report feeling financially insecure. To make matters worse, 54% of US adults believe...
by Bob Brzyski | Jul 1, 2024 | Bob Brzyski, Regulatory, Wealth
As we edge closer to 2025, the sunset of the Tax Cuts and Jobs Act (TCJA) is on the horizon, and it’s bringing potential changes that could shake up the financial scene for American taxpayers. Introduced back in December 2017 during President Donald Trump’s tenure,...
by Greg Yodis | Jul 1, 2024 | Accumulation & Retirement Income, Greg Yodis, Wealth
The retirement planning landscape is significantly transformed, influenced by demographic shifts, economic conditions, and evolving investor expectations. As baby boomers continue to enter retirement, the generations following them face a different reality — one where...
by Matt McClure | Jun 19, 2024 | Life, Matt McClure, Protection/Income, Wealth
Clients’ financial priorities might be evolving as a recent LIMRA and NAILBA survey reveals that distributors in the life & annuity space overwhelmingly expect life insurance sales to surge past annuities in 2024. This trend suggests a potential shift...
by Matt McClure | Jun 19, 2024 | Accumulation & Retirement Income, Matt McClure, Wealth
Inflation affects Americans’ retirement savings, reducing contributions, increasing debt, and withdrawals from retirement accounts. Although inflation has decreased from its high in 2022, recent studies highlight the financial challenges faced as Americans...
