Search results for: DJ Hunt

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Senior advisors and next-generation advisors should familiarize themselves with these strategies — and the tax considerations. (By DJ Hunt)

Selling to a private-equity firm or waiting too long to prepare the next generation of advisors often backfires. (By DJ Hunt)

Real tax planning is about more than just this year’s tax return; what looks like a great deal may not be. (By DJ Hunt)

Even one-person businesses can save big on taxes with the proper guidance from a financial advisor. (By DJ Hunt)

For one, they’ll be able to start a retirement plan and get a tax credit for up to 100% of the cost. But that’s not all. (By DJ Hunt)

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Money

Caroline Crenshaw, the lone Democratic commissioner at the SEC, may still have an influence in shaping securities regulation over the long term.

It could force thousands of people every week to show up at a shrinking list of field offices before they can receive benefits.

Health

Hypoglycemia can be a serious risk for older adults being treated for diabetes.

College Planning

More clients are asking about campus turmoil and how it might affect choices for their children, says this advisor.

College Planning

Politics are causing anxiety across college campuses. Here’s how to counsel clients on college planning. (By Beth V. Walker)