U.S. consumers spent $90.6 billion on social media shopping last year, with high rates of buyer regret and reports of scams prompting calls for financial awareness and fraud prevention measures.

A TD Bank survey finds increasing American trust in AI for financial services, highlighting benefits and concerns in banking technology adoption.

The One Big Beautiful Bill Act revises Medicaid, ACA subsidies, SALT deductions, and senior tax benefits, impacting US insurance coverage and early retirement strategies. Explore key insurance and tax planning implications of OBBBA for financial independence.

A 2024 Nationwide survey exposes technology gaps in annuity sales and highlights efforts to enhance fintech adoption among U.S. financial professionals for streamlined client services.

Explore the Medicare Part D coverage gap's impact on U.S. retirees, with insights on managing prescription drug costs and navigating supplemental insurance options.

Explore key consumer insights on long-term care planning, the adoption of hybrid insurance options, and the role of financial guidance in overcoming cost barriers and enhancing LTC preparedness.

Northwestern Mutual study reveals younger Americans focus more on wealth building than life and disability insurance, highlighting a gap in risk protection awareness and advisor engagement.

Federal employees confront uncertainty as Congress debates changes to retirement benefits, including annuity calculations and FERS supplements, impacting their career decisions and financial planning.

Explore key considerations and risks when accessing cash value in permanent life insurance policies, including impacts on death benefits, tax liabilities, and loan alternatives.

Washington state issues guidelines emphasizing financial, tax, and investment considerations for insurance professionals recommending annuities. Resources support locating existing contracts and understanding annuity benefits and risks.