Advisor News

The Tax Cuts and Jobs Act is due to expire at the end of this year, but clients who want to save money on their taxes through charitable giving still have some tools they can use,

A recent study tries to capture Americans’ views on how lawmakers should address Social Security’s long-term financing gap.

The Trump administration needs revenue to offset planned trillion-dollar tax cuts. Could they look at retirement accounts?

Morningstar said a flexible strategy called the guardrails approach, when combined with delayed Social Security claiming, was found to yield the highest level of lifetime income.

There is a critical disconnect between how financial advisory firms market themselves and how consumers choose their advisors.

A Massachusetts financial advisor claims the SEC is trying to ambush his defense in an annuity sales complaint by adding five surprise witnesses.

A series of recent court filings and decisions are providing some clarity to dueling lawsuits between social media stars and former business partners Grant Cardone and Gary Brecka.

As tens of thousands of federal workers face the sudden loss of employment, it comes with important decisions about their excellent benefits.

Friends may not be aware of what you do or how you can help them.

The two-bucket investment approach is a well-balanced strategy designed to provide both stability and growth.

The U.S. economy is showing momentum in early 2025, despite lingering uncertainty in the wake of the November elections.

The seven sources of getting business from your involvement in community and nonprofit organizations.

A desire for peace of mind is often what leads clients to seek a financial advisor. Inclement weather often presents a challenge to this peace, bringing potential harm to personal and financial wellbeing.

Financial advisors and insurance agents have a unique opportunity to help federal employees who are being laid off..

Crafting an effective value proposition is one of the key ways for a financial advisor to set themselves apart from the competition.

Navigating tax regulations is a complex process that is significantly affected by each client’s unique financial situation.