Why ‘looking poor’ is crucial for a comfy retirement in America. How fake social status could be ruining your finances
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Elon Musk says saving for retirement ‘won’t matter.’ I’m not banking on it.
There are times when you listen to something and think, “Huh?” “Don’t worry about squirreling money away for…
Prediction: Social Security COLA Could Reach 3.2% by 2027
Cost-of-living adjustments are a critical part of Social Security. COLAs, as they’re often called, help stop seniors from…
Arax Advisory Buys $1.5B Oak Group in New York
Arax Advisory Partners is buying a $1.5 billion RIA that is one of the largest practices in New…
RIA Channel Saw Most Advisor Gains in 2025
Financial advisors changed firms at a near-decade high pace in 2025, with registered investment advisor and independent broker/dealer…
Mercer Advisors expands Los Angeles footprint with acquisition of women-led firm
Martine Lellis tells InvestmentNews that the deal reflects the competitive deal market and the $98B RIA’s advisor continuity…
Social Security’s 2027 COLA Could Be Much Bigger Than Current Forecasts Imply
Social Security benefits receive an annual cost-of-living adjustment (COLA) to help retired workers keep up with rising prices.…
Compassionate Appointment Not A Heritable Estate; State’s Demand For Succession Certificate Arbitrary: MP High Court
The Madhya Pradesh High Court has held that compassionate appointment cannot be treated as a heritable estate or…
Aussies losing almost $5b in unpaid super every year
Australians are missing out on almost $5 billion in superannuation entitlements every year, with one in four workers…
‘Secrecy around money can damage trust quickly’ – the unhealthy financial habits that can hurt relationships
Money can be a major source of conflict in relationships, especially when couples aren’t on the same page…
Hoping the Last Check Bounces … and Other Financial Approaches to a Long Life
Brendan McNamar, a poker dealer who lives in Arizona, doesn’t gamble when it comes to finances. Mr. McNamar…
Sequent Planning Recognized on USA TODAY’s Best Financial Advisory Firms 2026 List
OMAHA, Neb.–(BUSINESS WIRE)–Sequent Planning has been recognized on USA TODAY’s list of the Best Financial Advisory Firms 2026.…