Beth V. Walker

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The Problem with College Planning

Most advisors don't have adequate college-planning training. The result? Families are left short on cash flow, says advisor Beth V. Walker.

What Advisors Can Learn from Bruce Springsteen and the Rolling Stones

Older clients are very much alive and need non-biased planners who listen well, says this former FPA president.

Trusts Can’t Protect All Inheritances

Trusts don’t teach lessons that are required to maintain and honor wealth, says our columnist. (By Deborah Danger)

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N.J. Independent Advisors Could Be Reclassified as BD Employees

The Financial Services Institute will testify against the implementation of a strict “ABC” contractor rule at a public hearing Monday.

Social Security’s Finances Erode Further and Could Spell Benefit Cuts

If Congress fails to act, the retirement fund will run out earlier than previously estimated.

Most Americans Fear Tariffs Will Hurt Economy and Wallets

A new survey reveals increasing anxiety as price increases affect groceries, clothing and everyday spending.

Survey Highlights Historic Opportunity to Empower More Women to Invest

A Capital Group study reveals four steps financial advisors can take to engage more women clients during the Great Wealth Transfer.

Two Alabama Residents Fleeced in Crypto “Pig Butchering” Scams

The nature of crypto scams makes it harder to recover funds taken by fraud, securities commissioner warns.

Case Highlights the Dangers of Power of Attorney Fraud

An Alabama man got POA over his mother and went on a gambling spree with her savings.

Scam Victims Getting $2M, Courtesy of FTC

Tens of thousands were duped by scammers offering bogus get-rich-quick “kits” and coaching programs.