Advisor News

As the first wave of Generation X approaches retirement, many consumers are confronting a difficult transition: after decades focused on growing assets, they now must convert those savings into reliable income, often without the pension safety nets previous generations often relied on.

Only 40% of Americans are extremely or very confident in their ability to make and execute financial decisions according to a new Corebridge Financial survey.

Logo of the Private Equity Stakeholder Project. "–Jim Baker, PESP executive director WASHINGTON, DC, UNITED STATES, March 31, 2026/ EINPresswire.com/– Today the Trump White House proposed a rule expanding private equity and private credit firms' access to 401 retirement plans. In practice, that could make it harder for workers to challenge risky or illiquid…

The measure, announced by the U.S. Department of Labor, is intended to ease longstanding barriers to incorporating these less liquid and less transparent assets into American retirement plans. It follows an executive order from President Donald Trump last summer and could clear the way for alternative asset management firms to tap a large new source of…

Kim Reynolds on Thursday signed into law a measure temporarily increasing taxes on certain private health insurers to help close a growing Medicaid budget shortfall, setting up a debate over whether the move will stabilize care or drive up costs for Iowans. The legislation, House File 2739, raises the tax on health maintenance organizations from about 0.9%…

NEW YORK CITY— Retirement should be a time to sit back, relax and enjoy the fruits of your labor. But if an unexpected bill, emergency home repair or the cost of daily living has led you to rack up significant credit card debt, you might be wondering how to get your finances back on track. Take the time to record the money you have coming in through Social Security…

Kim Reynolds on Thursday signed into law a measure temporarily increasing taxes on certain private health insurers to help close a growing Medicaid budget shortfall, setting up a debate over whether the move will stabilize care or drive up costs for Iowans. The legislation, House File 2739, raises the tax on health maintenance organizations from about 0.9%…

Kim Reynolds on Thursday signed into law a measure temporarily increasing taxes on certain private health insurers to help close a growing Medicaid budget shortfall, setting up a debate over whether the move will stabilize care or drive up costs for Iowans. The legislation, House File 2739, raises the tax on health maintenance organizations from about 0.9%…

Kim Reynolds on Thursday signed into law a measure temporarily increasing taxes on certain private health insurers to help close a growing Medicaid budget shortfall, setting up a debate over whether the move will stabilize care or drive up costs for Iowans. The legislation, House File 2739, raises the tax on health maintenance organizations from about 0.9%…

DES MOINES— A temporary tax increase on some health insurers to help fill a Medicaid budget shortfall— a move Democrats and insurers say will ultimately raise health care costs for all Iowans— is headed to Iowa Gov. Republicans defended the bill as a necessary and limited tool to stabilize Medicaid services for vulnerable Iowans and to draw down additional…

The Medicaid Forecasting Group found found the state health coverage program is expected to face a $90.6 million deficit in Fiscal Year 2026, and a deficit of $167.6 million in FY 2027.. It will also transfer almost $350 million from Iowa's Taxpayer Relief Fund to make up for revenue loss from tax cuts made at the federal level in the "One Big Beautiful Bill" act.

Kim Reynolds on Thursday signed into law a measure temporarily increasing taxes on certain private health insurers to help close a growing Medicaid budget shortfall, setting up a debate over whether the move will stabilize care or drive up costs for Iowans. The legislation, House File 2739, raises the tax on health maintenance organizations from about 0.9%…

DES MOINES— A temporary tax increase on some health insurers to help fill a Medicaid budget shortfall— a move Democrats and insurers say will ultimately raise health care costs for all Iowans— is headed to Iowa Gov. Republicans defended the bill as a necessary and limited tool to stabilize Medicaid services for vulnerable Iowans and to draw down additional…

Kim Reynolds' desk as it passed the Iowa Senate on Tuesday. In addition, the bill would transfer almost $350 million from Iowa's Taxpayer Relief Fund to make up for state revenue loss due to tax cuts made through the "One Big Beautiful Bill" act. Republicans supporting the bill have argued these changes are needed both to provide Iowa sufficient funding to account…

DES MOINES— A temporary tax increase on some health insurers to help fill a Medicaid budget shortfall— a move Democrats and insurers say will ultimately raise health care costs for all Iowans— is headed to Iowa Gov. Republicans defended the bill as a necessary and limited tool to stabilize Medicaid services for vulnerable Iowans and to draw down additional…

What's being proposed: a temporary tax increase on health insurers and additional withdrawals from a state reserve fund to offset impacts on the state's budget from federal tax cuts contained in the Republicans' "One Big Beautiful Bill" Act. House Democrats requested Wednesday's public hearing to give the public more time to weigh in on the proposal after it…

Over the next few weeks, lawmakers will decide some weighty taxation issues: whether and how to revise the structure of Hawaii's income tax, increase the conveyance tax to fund the Department of Hawaiian Home Lands, end tax exemptions for real estate investment trusts, and about giving cruise ships a break on the transient accommodations tax.