Latest
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How to Turn Education Planning Into Retirement Planning
Nervous about investing in a 529 plan? If college doesn't pan out, the money can now be rolled over into a Roth IRA, which will grow tax-free until retirement.
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We Took Them in After the Fire, and Now They Won't Leave
A well-meaning older couple responded to a young couple's plea for help. Now they're looking at having to evict tenants rather than simply asking houseguests to go. How could this happen?
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How Financial Advisers Can Help Clients Navigate the SSFA
The Social Security Fairness Act's big changes and new opportunities could require adjustments in tax strategy for some Social Security recipients.
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Six Steps for Financial Advisers to Make Compliant Video Testimonials
Following these steps in order can help ensure you don't end up breaking any rules or having to redo your work.
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My Five-Step Estate Planning Guide to Protect Your Family
A wealth adviser notes that an estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind.
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Why Does Talking About Money Still Feel So Taboo in 2025?
Financial issues affect everyone, yet many people are still afraid to talk about them. The good news is that younger generations are changing that.
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I'm a Financial Planner: Here Are Five Lesser-Known Ways to Avoid Estate Tax
The clock is ticking on the estate and gift tax provisions in the Tax Cuts and Jobs Act, so the sooner you act on removing assets from your estate, the better.
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Is a Silent Wealth Killer Stalking Your Retirement?
Poor tax planning can drain your retirement of tens or even hundreds of thousands. Stop the bleeding with a laser focus on tax efficiency.
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Put Time on Your Side With This Simple Retirement Strategy
A financial professional recommends thinking in terms of three financial stages — active years, slower-paced years and later years — assigning each one a unique bucket of investments.
