1+ hour, 51+ min ago   (441+ words) ST. LOUIS, Jan. 13, 2026 /PRNewswire/ " The typical American retiree currently has just $288,700 in savings but believes $823,800 is needed to retire comfortably in 2026, according to a new report from Clever Real Estate, a St. Louis-based real estate company. That estimate has risen…...

5+ day, 3+ hour ago   (708+ words) U.S. Life Insurance Application Activity Finishes 2025 With Record-Breaking Growth'lifehealth.com U.S. Life Insurance Application Activity Finishes 2025 With Record-Breaking Growth YTD growth for all ages, in the double digits for ages 61+ U.S. life insurance application activity finished 2025 with record-breaking year-to-date (YTD) growth of +6.8% compared…...

6+ day, 2+ hour ago   (300+ words) WASHINGTON, D.C., January 6, 2026 " CFP Board announced that Terri Kallsen, CFP" has ascended to the role of Chair of its Board of Directors. As Chair, Kallsen leads the professional body that certifies more than 107,000 financial planning professionals across the country. Kallsen was…...

6+ day, 4+ hour ago   (877+ words) by Michael Acton, Head of Research & Strategy North America, AEW Capital Management The Federal Reserve has shifted to monetary easing, lowering rates and ending quantitative tightening, responding to rising concerns about labor market weakness. The Fed's pivot marks a turning…...

1+ week, 8+ hour ago   (265+ words) Key survey insights include: As Financial Wellness Month begins, Beyond Finance is encouraging people to rethink what progress really looks like, shifting away from ineffective resolutions and toward a more holistic, values-driven approach that prioritizes mental, emotional, and financial well-being…...

1+ week, 9+ hour ago   (312+ words) DUBAI, UAE, Jan. 6, 2026 /PRNewswire/ " Bybit, the world's second-largest cryptocurrency exchange by trading volume, has released its 2026 Crypto Outlook, a research report that analyzes the forces expected to shape digital asset markets throughout 2026. The outlook notes that markets are pricing in…...

1+ week, 10+ hour ago   (374+ words) Millennials, in particular, are leaning more on resources like their company's HR team, retirement plan providers, and financial advisors to guide their decisions. And both Gen Z and Millennials show greater familiarity with investment solutions that provide downside protection " and…...

1+ week, 1+ day ago   (232+ words) SAN FRANCISCO(BUSINESS WIRE)A new Wells Fargo survey finds nearly all U.S. adults planning a New Year's resolution for 2026 are considering finances as part of their resolutions, with saving more money the top resolution among U.S. adults 25 years of age or…...

1+ week, 2+ day ago   (471+ words) The Great Wealth Transfer is no longer a thing of the future " it's happening now. As we enter 2026, trillions of dollars are poised to move from the Silent Generation and Baby Boomers to younger generations. According to a recent survey…...

1+ week, 2+ day ago   (182+ words) The future is uncertain. Will the stock market go up or down? Will interest rates increase or decrease? Will a client be able to retire when they desire? With these circumstances outside of our control, it is important for your…...