Americans who have both young children and aging parents are struggling to stay on track toward retirement and long-term financial goals, according to the 2025 Annual Retirement Study* from the Allianz Center for the Future of Retirement, part of Allianz Life Insurance Company of North America (Allianz Life).| ADVISOR Magazine
With more than $120 trillion set to be inherited over the next 25 years, advisors will face the dual challenge of helping clients set up estate plans while looking to retain the business of their next of kin.| ADVISOR Magazine
After putting in decades of hard work, we naturally expect to have financial security in our golden years. But not all Americans can look forward to a relaxing retirement.| Life & Health Advisor
Top factors influencing decisions on whether to have children include financial stability and finding the right partner Nearly nine-in-ten find balancing the emotional and financial demands of parenthood challenging, according to The latest BMO Real Financial Progress Index. TORONTO, Aug. 13, 2025 /CNW/ – The latest BMO Real Financial Progress Index reveals seven-in-ten Gen Z (70%) and Millennials (69%) want to […]| Life & Health Advisor
Fidelity Investments® shared its 24th annual Retiree Health Care Cost Estimate, revealing that a 65-year-old retiring in 2025 can expect to spend an average of $172,500 in health care and medical expenses throughout retirement.| Life & Health Advisor
Pre-retiree investors (aged 55-65) are at the doorstep of retirement, yet the state of the economy is making them question whether retirement is even in their future.| Life & Health Advisor
A new SecureSave survey uncovered that financial stress has reached near-universal levels among American workers, with 97% reporting financial strain and 71% feeling moderate to extreme stress, according to a new national survey.| Life & Health Advisor