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FINANCIAL PLANNING/WEALTH MANAGEMENT

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Client Portfolios Are About Needs And Taxes, CIOs Say

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Adjusting client portfolios to the current environment has to go beyond the cookie-cutter approach, they said.

Planning Considerations For Your Active-Duty Military Clients

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Understanding the unique planning considerations for active-duty service members is crucial for financial planners.

Share Buybacks Vs. Dividends--WisdomTree Examines What Drives Returns

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The market has been led by growth so long, dividend stocks have become cheaper, said these analysts.

Advanced Tax Bracket Planning With CPAs--A Growth Strategy

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Financial advisors must move beyond table stakes services to help clients with advanced tax planning strategies.

Why All Financial Professionals Should Support Overturning The DOL's Fiduciary Rule

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The Department of Labor lacks an understanding of what constitutes retirement security.

A Game Plan To Protect Players Selected In NFL Draft

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Working with a highly qualified wealth manager should result in a better plan for a player's long-term stability.

Tax Deadline Extensions Give More Time, But Not Much Else, Advisors Say

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There's not a lot to be gained by waiting an extra six months to pay taxes, they say.

New York's Rich Get Creative To Flee State Taxes. Auditors Are On To Them

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High earners need to prove the location of everything from pets to Pelotons to show they've changed residency.

Sponsored Content: Are You Prepared To Help Clients Live Their Best Life?

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To build strong relationships, you need a deep understanding of each client's view of a successful life.

Trump's Advisors Want To Cut SALT Write-Off Limit To Below $10,000

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The limit was imposed in Trump's 2017 tax law and will expire at the end of 2025.

Trump Pushed To Embrace 17% Income Tax For All

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The minds behind the proposal include Steve Forbes and former White House economic adviser Larry Kudlow.

Beyond The Ivies: Surprise Winners Among Colleges With The Highest ROI

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Some people may have never of these colleges, but they're some of the biggest bargains in higher education.

Should Wealthy Clients Use Home Equity To Reduce Taxes?

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Such strategies can sometimes carry a high price tag, advisors say.

Using Life Insurance To Address Anticipated Rise In Estate Taxes

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Life insurance can be useful for dealing with expiring TCJA provisions, advisors say.

Monte Carlo's Role In Collaborative Planning And Volatility

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Monte Carlo analysis proves to be a vital tool for modern financial advisors seeking collaborative planning experiences.

It's True--The Ivy League Offers A Better Return On Investment

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Ivy League institutions far outperform other elite private colleges when it comes to cost and future earnings.

Tech Millionaires Chase Billionaire Tax Shields With ‘Swap Fund'

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A new startup is offering a tax avoidance tool favored by the super-rich to moderately wealthy techies.

How Advisors Can Become Wealth Magnets

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Differentiation is one of financial advisors' biggest goals--and biggest challenges.

Biden Details Student Loan 'Plan B' As He Woos Young Voters

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The proposal must withstand expected lawsuits that could stretch into next year.

Biden To Unveil New Student Debt Forgiveness Plan

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The plan would provide relief to as many as 30 million borrowers, the White House says.

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