For financial advisor business owners, year-end tax planning often begins with a familiar question: What can I still deduct before December 31?
Charitable giving is about more than writing checks or reducing taxes. For many clients, philanthropy is an opportunity to express personal values, support meaningful causes, involve family members, and create a lasting legacy.
A new era of Opportunity Zone investing begins in 2027, bringing expanded tax benefits, enhanced rural incentives, and important planning considerations for clients with significant capital gains.
Long-term care is one of the most significant—and frequently overlooked—risks in retirement planning.
Why do clients resist sound financial advice, hold on to underperforming investments, or struggle to make changes that could benefit their financial future? The answer often lies in the psychology behind financial decision-making.
From helping young adults establish credit to protecting aging parents from identity theft, credit awareness is an important part of multigenerational financial planning.
New research reveals how the psychology of mortality influences estate planning, life insurance, annuities, charitable giving, healthcare decisions, and inherited wealth—and how financial advisors can use these insights to improve client outcomes.
A lower mortgage payment isn't always the best financial outcome. Discover how financial advisors can help clients improve home affordability, preserve liquidity, manage debt, and make smarter decisions about home equity.
Why the college with the highest sticker price isn't necessarily the most expensive—and how advisors can help families make smarter education funding decisions.
Medicare expert Melinda Caughill explains the major changes affecting Medicare Part D, Medicare Advantage, and Medigap—and what financial advisors need to know to help clients navigate increasingly complicated coverage decisions.
