FINANCIAL PLANNING/WEALTH MANAGEMENT

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Millennials' Misconceptions About Advisors And Investing

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Advisors have an opportunity to clear up the ideas that many millennials and Gen Zers have surrounding investing.

What Clients Should Do As Clock Runs Out On Estate Planning

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Advisors have two years to plan for the sunset of certain provisions of the 2017 Tax Cuts and Jobs Act.

15 Common Sense Concepts To Discuss With Clients

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From time to time, it is good to remind clients of lessons based on common sense.

Intuit Misled Consumers With ‘Free' TurboTax Ads, FTC Judge Says

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The FTC alleged that Intuit deceived consumers with false advertisements.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

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While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

Healing The Racial Wealth Gap

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How advisors can help improve the wealth outcomes for their client base of Black families.

How Big A Gamble Is Monte Carlo For Advisors?

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The popular simulation has its pros and cons, experts say.

Student Loan Borrowers Paid Off Billions Before Interest Restart

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Payments to the Department of Education surged to pre-pandemic levels in August, according to a new report.

Future VC Equity Contracts Anything But Simple For Taxes

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These investment agreements don't have the benefit of clear IRS guidance, advisors say.

New Bill Would Levy Social Security Taxes On Wealthy, Pass-Throughs

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Anyone earning over $400,000 would pay new taxes under legislation introduced in the Senate.

Engaging In The Legacy Dialogue

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Estate planning is about more than tax planning.

Making A Strong Giving Statement

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Mission statements are important for foundations, but they're most effective when allowed to evolve.

Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

Married … With Finances

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Couples are seeing their financial dynamics change. How do their advisors keep track of changes and play fair?

Tax Managed Funds: Same As They Ever Were?

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When stocks start the year soaring like this, tax management becomes trickier.

The Female Breadwinner: Changing The Financial Conversation

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Women's wealth is on the rise, and our industry has the great opportunity to help champion their financial futures.

Bad Timing Cost Fund Investors 17% In Gains The Past Decade, Morningstar Says

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The timing of purchases and sales has caused investors to miss out on potential gains.

Sponsored Content: Lisa Kirchenbauer--Success Through Serving An Overlooked Need

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Wealth manager Lisa Kirchenbauer focuses largely on handling the financial affairs of a recently deceased loved one.

Advisor Dangers Rise When Wealthtech Deprioritizes Risk

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When companies deprioritize risk, they ignore the needs of the market they are purportedly trying to support.

More U.S. Firms Offer Student Loan Help To Debt-Burdened Grads

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The share of full-time job listings mentioning student debt repayment programs has more than doubled since 2019.

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