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FINANCIAL PLANNING/WEALTH MANAGEMENT

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Saving Social Security Will Take More Than Taxing Rich, Tax Foundation Says

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A proposal to hike Social Security taxes on the wealthy would hurt the economy and lower wages, the foundation says.

Distress Soars At Small U.S. Colleges As Enrollment Declines

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Schools reporting new instances of impairment, such as defaults, jumped from three in 2022 to 17 in 2023.

How Advisors Can Help Spouses Prove Their 'Innocence' With The IRS

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Spouses can argue they had nothing to do with their partners' tax misdeeds, but it's not easy.

Should Your Client Own A Risky Investment?

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Here's what to say when clients stray outside of their risk tolerance profiles.

Severe CPA Shortage Risks Creating Expensive Corporate Errors

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Seasoned practitioners are retiring while the profession isn't drawing enough young workers.

Biden Will Push Higher Taxes For The Rich In State Of The Union

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The president will also call for a reduction in prescription drug prices.

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.

The Advisory World In 2034--An Advanced Look

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Will giant firms and technology cater to every client whim … or create dystopia?

When Retirement Comes At You Fast

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This couple had just days to make decisions that would alter the rest of their lives.

Helping Clients Navigate Income Tax Bracket Changes

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Here are some best practices to help wealthy clients adjust to changes.

Funding College and Retirement Together Just Got Easier

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It's a painful choice: to save either for college or retirement. But new saving rules make it easier to do both at the same time.

Artificial Intelligence Vs. Human Stupidity

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There is much hope

Retirees' Healthcare Costs Increased 8% In 2023

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They need about 8% more than what they needed a year ago, according to the Employee Benefit Research Institute.

Proposed Federal DAF Rules Could Shut Down Some Charities, Attorney Says

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New donor-advised fund regulations will dry up charitable contributions, Holland & Knight attorney Andrew Grumet argues.

How To Help Clients Avoid Tax Scams

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Criminals are getting more sophisticated in the ways they steal client information, advisors say.

12 Ways To Advise Clients About Managing Debt

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Advising clients on managing debt strengthens the relationship.

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.

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