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Advising Clients on Irrevocable Medicaid Trusts: 4 Focus Areas

Advisors need to consider many client-specific priorities and circumstances when assessing this approach.
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Families Beat Tuition Inflation with Unique College Saving Program

Learn about Private College 529 Plan, which offers a list of schools far larger and more diverse than state tuition prepayment programs.
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Maximizing Tax Benefits By Bunching Charitable Contributions

Help clients use both the standard deduction and itemized deductions.
Money

The Pope’s Sizable Paycheck

Pope Leo XIV could earn more than $33,000 a month in his new role, plus other perks including a retirement fund.
Health

The 5 Stressors We All Need

Contrary to popular belief, stress can be a good thing, according to a physician who just published a new book on this topic.
Female Clients

Why Help Women Manage Health-Planning Needs?

It could be as important for your financial advisory business as it is for your clients’ health.
Practice Management

‘Father of Life Planning’ Ready To Expand Mission

Awarded a special visa by the UK, George Kinder will integrate his life-planning principles into organizations to empower employees.
Practice Management

The Gift with the Most Valuable Return

Investing in the lifelong gift of friendship — with new and old friends — offers many benefits that can impact our health and well-being.
Equities

Schwab CEO Says Investors Cutting Risk After April Turmoil

He says stock investors have cut risks by selling U.S. equities and buying bonds and non-U.S. shares in response to April's market turmoil.
Female Clients

How to Attract and Retain Female Clients

Here’s what female clients need from advisors, and some questions to evaluate how well you are serving them.
Practice Management

Time Abundance and Scarcity Rattle Retirees

Retirees anticipate endless days of freedom, but a financial advisor can help prepare them for the realities that await them.
Retirement Plans

Vanguard: Working Even A Few Weeks Longer Improves Retirement Success

If clients aren't on track for retirement, working a little longer could be financially life-changing, says a Vanguard Group expert.

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Beware of  Rental Scammers, Attorney General Warns

The Arizona AG offers advice for those seeking a rental property and those who are ready to sign the lease.

Analysis: House GOP’s Tax Bill Undercuts Growth With Deficit Spending

The proposal would reduce federal tax revenue by $4.1 trillion over the next decade while increasing GDP by 0.6 %, the Tax Foundation projects.

Capital One Bait-and-Switch Tactics Cost Customers Millions, N.Y. AG Alleges

The bank concealed its high-interest savings account from customers already enrolled in its low-interest vesion, Letitia James claims in a lawsuit.

FPA Renews Psychology of Financial Planning Specialist Program Partnership

FPA members will get a discount for the course, which helps planners address client communication, care and interpersonal impact.

Emerging Cryptocurrency Scams Offer Fake ‘Investment Education Foundations’

A 'founder' gives investment lessons before introducing a fraudulent cryptocurrency exchange.

Wealth Management Platform Hits $3.25B Valuation

Addepar is benefitting from a race by financial advisors to arm wealthy clients with better data in volatile markets.

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