10 Worst States for Retirement Income Shortfalls

Published on July 21, 2025

Pre-retirees in these states could likely use some professional help making the numbers add up.

       
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12 Investment Must Reads for This Week (July 21, 2025)

July 21, 2025
Morningstar conducted a deep dive on 60/40 portfolios, looking at performance over a 150-year timespan. JPMorgan analysts are moving beyond traditional stock coverage and beginning to look at private firms, starting with OpenAI. These are among the investment must-reads we found this week for financial advisors.

6 Ways Estate Planning Can Boost Practice Growth

July 21, 2025
A new advisor survey suggests that such services support higher referral rates and client satisfaction, among other benefits.      Related Stories6 Estate Planning Strategies Sparked by Trump's Budget and Tax BillThis Big Driver of Social Security Insolvency Has Long Been IgnoredWorkers Think They'll Need $1.3M to Retire: Survey