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A new Vanguard study reveals that while men and women share similar financial confidence and goals, tailoring communication styles remains key to serving each client effectively.

Three in four Americans can’t estimate their net worth without checking an app or account, according to a new Western & Southern survey.

Help clients with the most financially dangerous and challenging stretch of life.

People are living longer, but new research warns that many may outlive their savings. MAY 26, 2026 By James Rogers InvestmentNews Retirement savings

TIAA Institute and Nuveen survey of 2,100 workers reveals critical gaps in withdrawal knowledge and planning.

Yes, the economy seems especially unpredictable right now. But these expert strategies will help get the most out of your retirement investments for years to come.

Federal Reserve benchmarks put upper-class retirement net worth at $714,000 to $2.1 million, though regional costs and personal expectations mean actual requirements vary significantly.

Hiring a financial advisor requires prioritizing two non-negotiables: a fee-only compensation structure to eliminate product commissions and a strict fiduciary standard that legally binds the advisor to put your best interests first.

Bill Bengen—creator of the 4% rule—argues that a 4.7% initial withdrawal rate is overly conservative for modern retirees, outlining an eight-element planning framework designed to safely increase spending.

The answer depends on how you stack up against your peers—and the numbers show there’s a massive gap between the middle class and the elite.