October 15, 2021
Retirement-Age Investors Worried About Low Interest Rates, InflationSeven in 10 retirement-age investors believe that rising inflation will hurt their retirement savings, Global Atlantic found.
October 12, 2021
CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act FastA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.
October 05, 2021
50 States of New Actual-To-Expected Death DataIn mid-September, in the typical state, the pandemic accounted for 1 in 6 deaths.
October 01, 2021
4 in 5 Millennial Workers Expect Major Life Changes in Next Year: MetLifeThe plans most frequently delayed by the pandemic include getting medical treatment, selling a home, moving to another part of the country and getting a divorce.
October 01, 2021
Affluent Americans Gave 48% More on Average Last Year: BofANearly 3 in 4 respondents said their giving wouldn't change even if it wasn't tax deductible.
September 29, 2021
Investors Racing Ever Faster to Tech, but They Still Crave Human Advice: SchwabAmid widespread use of financial technology, both new and seasoned investors say they will turn to an advisor in times of uncertainty.
September 27, 2021
How COVID-19 Affected 30-Year-Olds' Life Expectancy in 7 Big CountriesIn this ranking, Germany looks good. The United States, not so much.
September 24, 2021
Donors Plan to Give More in 2021: Fidelity CharitableA year and a half into the COVID era, donors continue to boost their generosity, the study found.
September 23, 2021
Gen Z Workers Are Financially 'Mature for Their Age': SchwabThey're also more likely than other generations to say they would take financial advice, a survey found.
