Wealth Management New Account and Operation Specialist

Gen Z may still be the new kids in town, but they’re already proving their financial ambition — and making great progress toward reaching their retirement goals. Many Gen Zers are in much better shape than Gen X, which is concerning, given that retirement is much closer on the horizon for Gen X than it is for Gen Z. Find Out: I’m Planning My Retirement: 5 Expenses I Wish I Had Cut Sooner Learn More: These 10 Used Cars Will Last Longer Than an Average New Vehicle According to Guardian’s 2024 Mind, Body, and Wallet Report, retirement-related concerns are a leading source of stress for Americans. Many worry they won’t have enough to ride out a comfortable retirement. Gen Xers are profoundly feeling the brunt of the stress of retirement approaching. The report found that for the first time in years, members of Gen X reported slightly worse financial wellness than Gen Z (27% vs

Amid rapid growth in retiree and gig worker populations, Guardian is broadening key insurance offerings available directly to consumers to support mind, body, and wallet® wellnessNEW YORK, March 31, 2025 /PRNewswire/ -- As the nature of how, where, and when Americans work evolves, The Guardian Life Insurance Company of America® (Guardian) is expanding access to individual dental and vision products and launching a refreshed individual accident insurance policy.Building on Guardian's leadership as one of the largest providers of workplace dental insurance, these enhanced offerings are designed for Americans who otherwise don't have access to, or aren't eligible for, traditional workplace benefits. Whether for retirees, gig workers, freelancers, or other individuals, enhancements include:Expanding Guardian's dental offerings with a new Premier plan available directly to individuals , ensuring even more Americans have access to Guardian's 130,000-provider dental network—one of the largest in the country. The Preferred Provider Plan (PPO) has an annual maximum benefit of $3,000 and includes robust coverage for a wide variety of oral care needs, including teeth whitening and implants., ensuring even more Americans have access to Guardian's 130,000-provider dental network—one of the largest in the country. The Preferred Provider Plan (PPO) has an annual maximum benefit of and includes robust coverage for a wide variety of oral care needs, including teeth whitening and implants. Meeting market demand by introducing a simplified Dental, Vision, and Hearing bundle , bringing together three popular insurance plans in one easy-to-use offering. Guardian is providing the bundle in partnership with industry leaders Kelsey National and VSP Individual Plans, and it includes access to Guardian's existing network of dental providers., bringing together three popular insurance plans in one easy-to-use offering

National Financial Network expands its footprint in the Northeast and enhances its joint commitment with Park Avenue Securities to client financial well-being.NEW YORK, March 11, 2025 /PRNewswire/ -- National Financial Network, INC., (NFN), which offers securities products and investment advisory services through Park Avenue Securities LLC ("Park Avenue Securities"), has announced that Brian Falconer, President and CEO of Wealth Management Resource Group, has joined the firm.Falconer and his team have $300 million of assets administered and join National Financial Network from an independent wealth management firm. Falconer, a registered representative and investment adviser representative, has more than 25 years of experience in financial services. He is a graduate of Fordham University and holds his Series 6, 63, 7, 66, and 24 registrations.Led by Chairman Anthony T. Mazzei, Sr. and Chief Executive Officer Michael Maresca, National Financial Network is an established financial services firm with over $5 billion of assets administered. The addition of Falconer and his team builds on several recent steps taken by National Financial Network to grow their strategic footprint in the Northeast, including the addition of Michael Yoken in 2023."Our mission is to provide unparalleled service by uniting financial professionals with leading technology and personalized attention to enduring relationships