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The Fed's announcements sent a wave of optimism through the markets. How should financial advisors handle the excitement?
December 14 -
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For many seniors, Medicare Part D premiums will rise by 42% to 57% next year, new research shows. And experts say the reason is a law that was meant to reduce health care costs.
November 22 -
The rapidly rising cost of medicine is leaving inflation in the dust, new research shows. Here's how advisors can help retirees cope.
September 28 -
It may not happen anytime soon, but someday the Fed will reverse course. How should investors adapt?
September 21 -
The Senior Citizens League anticipates a 3.2% boost to Social Security in 2024. But will it be enough?
September 14 -
The median U.S. income dropped by 2.3% last year, according to a new report from the Census Bureau.
September 13 -
With a recession deferred but still looming, investors who exit equities now may later regret playing it too safe.
August 14
Innovator Capital Management -
For decades, Americans have been retiring later and later in life. Now 20% of the population is giving up on the idea altogether.
July 24 -
Gen X Americans stand to inherit $29.6 trillion by 2045. Only 12% think they'll see the money.
June 8 -
Only 73% of U.S. adults were "doing at least OK financially" in 2022 — down five percentage points from the year before.
May 23 -
Inflation and volatility have set off a national wave of procrastination, delaying everything from marriage to retirement.
May 18 -
Want to join the upper crust of Monaco, Switzerland or Australia? Here's how much it would take.
May 17 -
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A full quarter of American workers cut back on their retirement savings last year, and 12% stopped saving altogether.
April 30 -
A financial planner's clients doubt they'll ever retire. How can he get them to save anyway?
March 27 -
New data from Fidelity Investment shows disparate reductions in account balances for IRAs and employer-sponsored retirement plans last year.
February 26 -
Rising prices eat away at savings. But don't despair — financial advisors say there are many ways to protect and even expand a long-term nest egg.
February 24 -
The cost-of-living adjustment, which was celebrated for its generosity last year, is looking less and less miraculous as prices keep rising.
February 16 -


















