You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Cetera Financial has partnered with an investment bank specializing in the sale of small businesses to provide the firm’s services to its roughly 12,000 financial advisors across affiliation models. Cornerstone Business Services, a Green Bay, Wisc.-based investment bank focused on family and privately-held companies, will now be part of Cetera’s service offerings. The goal is for Cornerstone t ...

Like the old saying goes, a good leader knows when to follow. Integrated Partners’ CEO Paul Saganey may be the founder of the Boston-based RIA and financial planning firm, but he knew when it was time to bring in the reinforcements. “I’ve got amazingly talented people to run the firm, but I spend most of my time coaching advisors and working with our largest clients,” he told Advisor Upside. His newest appointee Andree Mohr — who took over the role of firm president from Saganey last year — handles the da ...

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Retirement doesn't erase your habits — it tests whether your savings can keep up with them. For the upper class, the goal isn't simply avoiding ramen noodles; it's making sure the standard of living built over decades doesn't shrink once the paychecks stop. And to figure out what that takes, experts look at one critical number: your last working year's income. Setting the Baseline With Your Final Paycheck ...

Core Insights - Older Americans are increasing their IRA contributions due to anxiety about running out of money in retirement [1] - The contribution rates for Generation X and baby boomers have risen significantly, with increases of 25% and 37% respectively [2] Contribution Trends - The study analyzed 17.8 million IRA accounts in Q2 2025, revealing that overall IRA contributions have remained flat year over year [2] - Generation X contributed an average of $1,158, while baby boomers contributed an average of $1,839 to their IRA accounts [3] - Despite these increases, both groups still fall short of the overall average IRA contribution of $2,200 reported by Fidelity [3] Social Security Concerns - Financial planners indicate that concerns over potential reductions in Social Security benefits are influencing retirement planning [4] - The Social Security Board of Trustees estimates that benefits can be paid in full until 2035, but a potential 17% reduction in benefits is anticipated thereafter [5] - Legislative changes, such as the One Big Beautiful Bill Act, may accelerate the insolvency of the Social Security trust fund, potentially leading to a 24% reduction in benefits by late 2032 [6]

Let's talk about it with Mark Dolman. He is helping professional athletes manage and invest their money. He just had a client get drafted, by the way, in the first round of the NBA last night. He's got a pair of first rounders in the NBA from a year ago.And Mark is on set with us. He is a managing director at creative planning which is itself interesting because I don't think of creative planning and Peter and all the great team that you guys have as financial planners being in the sports world but there's ...