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How to help clients manage their debt

Nationwide Financial

According to New York Fed’s quarterly Household Debt and Credit Survey (HHDC), the total consumer debt reached $16.5 trillion in the second quarter of 2022, which is significantly higher than the second quarter of 2019 at $13.86

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How much do I need to retire? Planning for Your Unique Retirement Needs

Carson Wealth

Your financial advisor can help you plan for challenges you may face in retirement, such as spending, efficient savings, taxes, inflation, debt management, Social Security and Medicare. 2 Forbes Advisor, “Housing Market Predictions in 2022: When Will Prices Drop?” 12/10/2019.

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Employee Benefits Optimization for a Positive Workplace Culture

Fortune Financial

The Importance of Employee Benefits Education Life Insurance Marketing Research Association’s (LIMRA) 2022 research revealed that a robust benefits package is crucial to employee loyalty, with 63% of workers more inclined to stay with their employer due to their benefits. Let’s get into it.

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7 Wealth Strategies For High-Net-Worth Individuals In 2023

WiserAdvisor

Due to the complex and diverse range of their financial assets, these individuals also require specialized high-net-worth financial planners and personalized investment management tailored to meet their specific needs. under the Securing a Strong Retirement Act of 2022 (SECURE 2.0).

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The Best Ways To Start Financially Preparing for 2023

WiserAdvisor

As of 2022, you can contribute annually up to $20,500 and another $6,500 as a catch-up contribution if you are over the age of 50 in a 401k. For an IRA, the yearly contribution is $6,000 and an additional $1,000 as a catch-up contribution if you are over the age of 50 for the year 2022. Strategize debt management.

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Sustainable Sovereigns: Integrating Sustainable Investment Analysis into Government Debt Research

Brown Advisory

We continue to explore opportunities to engage with debt management offices, other government officials and nongovernmental organizations either directly or through broader investor initiatives, such as the Emerging Markets Investor Alliance (EMIA). Includes most recently available data as of July 21, 2022.

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Sustainable Sovereigns: Integrating ESG Analysis into Government Debt Research

Brown Advisory

We continue to explore opportunities to engage with debt management offices, other government officials and nongovernmental organizations either directly or through broader investor initiatives, such as the Emerging Markets Investor Alliance (EMIA). Includes most recently available data as of July 21, 2022.