Older Workers Say Social Security Is Their Retirement Plan. Is That OK?

Published on August 5, 2026

Nearly half of older American workers expect to rely mainly on Social Security for retirement income, a new report says.

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Managing Unmotivated Staff You Can’t Afford to Lose

August 5, 2026
Outlining clear expectations for success — desired outcomes that are both quantifiable and qualitative. It means setting objectives to meet these desired outcomes every week and then checking in to see to see if they met them.

Your Advisors Already Use AI. Your Manual Says They Don’t.

August 5, 2026
In many firms, advisors are already using AI to help think through client decisions. This does not look dramatic. It looks like an advisor asking ChatGPT to pressure test a rollover recommendation before a meeting, clean up the rationale for a client note, compare risks in a concentrated-stock position, or find the obvious hole in an annuity replacement analysis.