3+ hour, 2+ min ago  (674+ words) Health savings accounts closed out 2025 holding nearly $174 billion across 41. 7 million accounts, according to year-end data from Devenir. Total assets climbed 19% year-over-year, even as the pace of new account openings held steady at 6%. The most striking movement came through in HSA…...

8+ mon, 2+ week ago  (800+ words) Shares in Sun Life Financial Inc. tumbled as much as 8. 5 per cent on Friday after the insurer warned it would fall short of a key 2025 profit target for its U. S. dental business, citing a slowdown in Medicaid funding negotiations and rising…...

10+ mon, 1+ week ago  (368+ words) With American retirees living longer, but likely requiring increased health care provision, the importance of ensuring that retirement planning includes health costs is clear. But while health savings accounts offer solution that combines retirement and health care savings in one…...

8+ mon, 4+ week ago  (663+ words) The financial cost of care for retirees has gotten higher than ever, with new research from Fidelity Investments indicating Americans are ill-prepared to cope with the financial toll of medication, medical care, and health insurance in retirement. According to Fidelity's…...

9+ mon, 2+ week ago  (768+ words) To describe the past few months' worth of news over the One Big Beautiful Bill Act, which has now officially been signed into law, one might consider butchering that famous Shakespearean phrase: "full of sound and fury, signifying not much....

1+ year, 3+ week ago  (628+ words) As the Trump administration moves to extend sweeping tax cuts enacted in 2017, new research suggests the benefits may continue to flow disproportionately to the country's wealthiest households " raising concerns among economists and policy analysts about the growing concentration of wealth…...

11+ mon, 1+ week ago  (560+ words) The number of American households with financial caregiving responsibilities is growing and is increasingly impacting younger, affluent cohorts. But while the issue involves 36 million households out of the 131 million across the US, who are responsible for the finances of a…...

11+ mon, 1+ week ago  (775+ words) As millions of Americans take on caregiving duties for loved ones, a new study from Edward Jones, in partnership with Morning Consult and Age Wave, reveals the long-lasting financial and emotional toll of caregiving " and underscores the growing need for…...

10+ mon, 1+ week ago  (746+ words) As the US population continues to age, a growing number of Americans are ill-prepared for the financial realities of long-term care, according to new findings from Nationwide. Based on its 2025 Nationwide Retirement Institute Long-Term Care survey, the insurance giant found…...

11+ mon, 5+ day ago  (659+ words) Assumptions of dour retirement outcomes from paying for long-term services and support are patently divorced from reality, argues the American Enterprise Institute. A new Morningstar report warns that long-term care expenses could dramatically undermine the financial readiness of American retirees....