Where financial advisors see opportunity
Shoppers at a Chicago grocery store, Aug. 9, 2023. Scott Olson | Getty Images Inflation has continued to take a bite out of Americans’ wallets in 2023. But onetime predictions …
financial planning
47% of Americans say achieving retirement security will take a miracle
DusanManic | iStock | Getty Images Almost half of Americans — 47% — say achieving retirement security will take a miracle, according to a new survey from Natixis Investment Managers. …
Use a opportunity fund to save for goals that will make you happy
Squaredpixels | Getty Images When it comes to saving and investing, many investors tend to think of two key goals — funding emergencies that could crop up in the short …
3 in 10 adults would use AI for financial advice, CNBC survey finds
Most Americans have never used ChatGPT. The majority aren’t interested in using generative artificial intelligence tools specifically for financial advice, either, according to a new CNBC Your Money Survey — …
Recession indicator may be ‘broken odometer’ for economy, says expert
Westend61 | Westend61 | Getty Images Experts have been pointing to a coming downturn for the U.S. economy. The question was when. Now, however, some firms and experts are walking …
SEC delays decision on spot bitcoin exchange-traded funds
Bitcoin. Umit Turhan Coskun | Nurphoto | Getty Images Even as the U.S. Securities and Exchange Commission delays a decision on several applications for the first spot bitcoin exchange-traded fund, …
IRS delays ‘Secure 2.0’ change for 401(k) catch-up contributions
Terry Vine | Getty Images Higher earners who maximize retirement savings now have more time for pretax catch-up 401(k) contributions, thanks to new IRS guidance. Currently, “catch-up contributions” allow savers …
Prepare for volatility, even if there’s a soft landing for the economy
After more than a year of recession predictions, some experts have backed off past forecasts and now embrace what’s known as a “soft landing” for the economy. Even so, one …
Only a mere 10% intend to delay Social Security claims until the age of 70
Maryviolet | Istock | Getty Images Research suggests it’s best to hold off on claiming Social Security retirement benefits until age 70, if possible, to get the biggest monthly payments …
Jill Discusses Club Medicare in “Jill On Money”
On July 30, 1965, President Lyndon B. Johnson signed the Medicare bill into law. The program was intended to provide medical care and health insurance to most Americans age 65 …