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FINANCIAL PLANNING/WEALTH MANAGEMENT

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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.

Ivy League College Costs Soar To More Than $90,000 A Year

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Families paying full price for an Ivy League school could face a bill of more than $350,000 for four years.

The ‘Great Wealth Transfer' Is A Delusion

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The idea that inheritance from boomer parents will solve millennials' money problems is way off base.

Americans Are Picking Colleges Not Knowing If They Can Afford It

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Delays stemming from a revamp of the federal financial aid application have obscured key pricing information.

Homeowners See Biggest Property Tax Rise in Five Years

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The highest effective property tax rates in 2023 were Illinois, New Jersey, Connecticut, New York and Nebraska.

Sponsored Content: Terry Cook--Building A Virtual Family Office For Family Businesses

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Advisor Terry Cook focuses on helping owners of family-owned businesses unlock the true potential of the wealth they've created.

Now's The Time To Use The 529 Tax Break For Roth IRA Rollovers, Advisors Say

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Starting this year, the SECURE 2.0 Act allows unused 529 plan funds to be rolled over into Roth IRAs without taxes or penalties.

What's Behind The U.S. Stock Market Disconnect?

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There is little reason to believe that the current rally can last.

Families Are Not Talking About Inheritance, New Study Finds

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Edward Jones says that even with a looming wealth transfer, families are skittish to discuss inheritances.

NYC's Delinquent Property Taxes Soar Without Incentive To Pay

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The city is facing an estimated $880 million in unpaid taxes this year.

Tax The Rich Is Actually A Popular Bipartisan Stance, Poll Shows

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The strong support for more taxes on billionaires shows up across party lines.

Is Organic Growth Over In Wealth Management?

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Advisors can earn the business of other advisors' clients by helping them transition into retirement.

Remote Workers Should Be Wary Of Double Income-Tax Hit

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States vary greatly on when they trigger income taxes on out-of-state workers.

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