FINANCIAL PLANNING/WEALTH MANAGEMENT

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Warren's College-Loan Subsidy Helps The Well-Off

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The Democratic presidential candidate's proposal would cost $1.25 trillion over 10 years.

How To Help Clients When Their World Turns Upside Down

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Sudden wealth or the death of a spouse create emotional, as well as financial, upheaval in the lives of clients.

Smart Tax Planning Strategies For The Next Market Downturn

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Tax-loss harvesting and finding bargains in a down market remain viable strategies.

Warren Proposes Scrapping Student Debt For Millions In 2020 Plan

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The Democratic presidential candidate says she’d cancel up to $50,000 in loans.

The 'Absurd' Muni-Market Signal Showing SALT Tax Pinch

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New data suggests bond investors are selling their holdings to pay their tax bills.

Parents Issue First Formal Challenge To U.S. College Case

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Parents are challenging the conspiracy charges in the far-reaching college admissions scandal.

Luxury Billionaires Pledge $339 Million To Restore Notre Dame

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Some of France's wealthiest business leaders are pitching in to help rebuild the historic cathedral.

Tax Reform Has Made Donor-Advised Funds Far More Popular

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The increase in the standard deduction has enhanced the ability to use DAFs to save on taxes, advisors say.

Where Bernie The Socialist Millionaire Fits In Today's America

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The U.S. has a record number of seven-figure fortunes today.

Less Than 20% Of Americans Believe They Got A Tax Cut

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Despite the polls many U.S. taxpayers' taxes have been reduced.

Americans Are Delaying Health Care Until Tax Refunds Arrive

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Out-of-pocket spending on health care jumps about 60 percent in the week after people get their refunds.

Rich Women Are Increasingly Calling The Shots, Merrill, Morgan Stanley Find

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Rich women mean big business for some of the world’s largest wealth managers.

Gen Z Americans Already Saving To Buy Homes Before They Turn 30

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Fifty-nine percent of Americans between the ages of 18 and 23 want to buy a house in the next five years.

IRS Head Says Admission Scandal Parents May Face Hefty Tax Bills

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The parents ensnared in the college cheating scandal could end up owing more to the IRS.

Advisors Who Say Tax Reform Will Benefit Clients Has Declined

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Still, many report tax changes are a boon to business, according to a Harris survey.

Electric-Vehicle Tax Credits Get A Bipartisan Boost In Senate

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But the odds are still against the tax credit being extended in the Senate.

Renaissance Explores Settlement As IRS Seeks Billions In Taxes

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A resolution may entail “substantial” additional payments from investors in the flagship Medallion fund.

College Scam Heats Up: 13 Parents To Plead, Possible New Inquiry

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A University of Texas men's tennis coach joins the parents in admitting to the admissions scandal.

Grandparents Spending $179 Billion Annually On Grandkids: AARP

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From tuition assistance to multi-gen vacations, grandparents are a growing financial force.

Investors Should Worry If Climate Goals Are Missed, Mercer Warns

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Significant climate change could lead to losses across several economic sectors, according to Mercer.

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