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Charitable contributions are donations made to qualified tax-exempt organizations, such as charities and non-profit entities. These contributions can take the form of cash, assets, or property and can offer significant financial advantages for your clients.
It’s no secret that many Americans are struggling with student loan debt. And while many assume it’s only younger people who are concerned, older generations are also feeling burdened with the resumption of payments. A new survey by the Nationwide Retirement Institute® finds that even seasoned employees are experiencing significant financial pressures due to the resumption of student loan payments that resumed on October 1st.
In a recent survey conducted by Nationwide and LIMRA, many Americans indicated they have long-term care coverage when they don’t. Some mistakenly view long-term disability insurance as something that will cover long-term care needs, and others erroneously assume their health insurance or Medicare will fill this gap.
Our recent survey found that many investors are connecting their portfolio performance and financial well-being to the outcome of the next presidential and congressional elections. View the insights here.
Merging two individuals' incomes, assets, and liabilities into one shared financial picture through marriage can be both exciting and overwhelming, which is why having a solid financial plan in place is crucial. From careful financial planning before the big day to maximizing tax and other benefits, we’ll explore how marriage can impact your clients' financial futures.
Our recent health care survey uncovered insights into how adults are feeling about planning for health care costs in retirement, and the knowledge they still need. Learn more here.
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