Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
Morgan Stanley Submits SEC Filing for Bitcoin and Solana ETFs
Both trusts would be sponsored directly by Morgan Stanley Investment Management
HSA Balances Rise Again in 2025
Lively’s report shows an 11% year-over-year growth in account balances
Frontline Workers Report Increasing Financial Stress
Artificial intelligence (AI) features may help lessen some of the strain, UKG reports
Americans Face Financial Strain Moving into 2026
Respondents to the Allianz Life survey list increased day-to-day costs and smaller income as the primary drivers of the stress
This Pacific Northwest State Attracts Workers and Retirees Alike
United Van Lines report finds Southern U.S. region was also popular for professionals and retirees to move to in 2025
Americans Lose Over $900 Due to Limited Financial Literacy
Another half of respondents to a NFEC survey report losing $500 due to a lack of financial prowess
Plan Features to Prioritize Now for 2026
Bernstein Retirement’s Halley Love breaks down the top retirement plan opportunities employers should be thinking of before the new year
Janus Henderson Acquired for $7.4B
The firm was bought by investment firms Trian and General Catalyst in a shared partnership
IncomeConductor Modernizes Annuity Planning with New Modeling Capabilities
The new features would allow advisors to simulate future annuity purchases, assign COLAs to annuity income streams, and more
Gen Xers Want ‘Honest Conversations’ with Parents on Finances
“Sandwich Generation” respondents describe feeling more financially, physically, and emotionally stressed in caring for parents than children