FINANCIAL PLANNING/WEALTH MANAGEMENT

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Why Some Student Loans Are Getting Forgiven But Not Others

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Roughly 3.9 million Americans have received some form of loan forgiveness in the last year.

Texas Student Loan Borrowers Get Biggest Share Of Biden's Forgiveness Plan

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Residents in the Lone Star State will receive $116.6 million of the $1.2 billion awarded.

Florida's Booming Housing Market Has A Moral Hazard Problem

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Efforts to expand the role of the state-backed insurer of last resort will encourage ill-advised investments by homeowners.

This Tax Season Is Riddled With Complications, Advisors Say

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Advisors say this is one of the more confusing tax seasons they've had to contend with.

Advisors Recommend Buying Bonds Now, Before Rate Cuts

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With high-quality bonds yielding about 5%, locking in today's interest rates makes sense to many advisors.

Jeff Bezos Reaps Florida Tax Benefit With $4 Billion Amazon Share Sale

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Leaving the state of Washington state could have saved Bezos $288 million in taxes.

Californians Are Dreaming Of Lower Taxes

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Recent research suggests that higher rates are driving many high earners out of the state.

IRS Changes Could Lead To Crypto Tax Reporting Errors, Edelman Says

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Ric Edelman also warned that bitcoin was never about "trying to help people evade taxes.”

What Is A Bad Investment Decision?

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A good advisor should make clients aware of bad investment decisions.

Is TikTok's Financial Advice Any Good? As An Economist, I Say Yes

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Personal finance influencers on TikTok have some sound recommendations about managing your money.

NFL Succession Crisis Forces Teams To Let Private Equity In

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The NFL has formed a special committee to consider ending a block on private-equity funds.

Wealth Management Enterprise New Year's Resolutions

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Firms should beware of becoming less resolute on these commitments.

Unlocking Financial Independence Advice For Widows

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Jeremy Raffer of Raffer Wealth Management helps widows navigate one of the immediate challenges of paying their bills.

How Clients Can Handle Big Tax Debt

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The IRS offers a range of options for gradually paying off a large tax debt, advisors say.

Don't Count On A Soft Landing For The Global Economy

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Recent developments in China, Europe and the United States suggest that the world economy's biggest challenges may lie ahead.

Smarter Ways To Gift And Transfer Carried Interest

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Heed the power of derivative contracts, but beware of the vertical slice rule.

Harvard Faces New Threat Of State Tax On $51 Billion Endowment

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Harvard has long been a target for its immense wealth.

How To Capitalize On The Great Wealth Transfer

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Millennials are on track to become the wealthiest generation in history.

Get Ready For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

Here's What's Raising Red Flags With IRS Auditors In 2024

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These are the tax issues that could result in an audit for wealthy clients, advisors say.

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