The Advisor Blog

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Variable Annuities: Strategies to Help Counter Retirement Risks

You might have the foresight and enough excess income to take full advantage of the tax breaks associated with IRAs, employer-sponsored retirement plans, and health savings accounts.

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Man in office walking alongside robot down hallway; concept of artificial intelligence in the workplace.
How Will AI Transform the Workplace? Employers Weigh In

Rapid developments in artificial intelligence (AI) have left workers wondering when their jobs might be significantly affected or even eliminated.

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Year 2026 cut out on white paper with red pushpin.
2026 IRA and Retirement Plan Limits

Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once again for 2026.

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Banking and Payments Vary by Generation

A study of financial capability found interesting differences across generations in banking and electronic payment practices.

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Choosing what to eat; server showing menu to table of people in restaurant.
New No Tax on Tips Deduction Explained

With the enactment of the One Big Beautiful Bill Act in July 2025, a new deduction for tips is effective for tax years 2025 through 2028.

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