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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Advisor Admits Defrauding 47 Investors Out of $6.9M

The New Jersey man targeted mostly elderly investors in a Ponzi scheme for three decades.

Americans Scale Back Their Retirement Savings ‘Magic Number’ to $1.26M

Cooling inflation means people believe they’ll need $200K less for retirement than they thought last year, according to a Northwestern Mutual survey.

Social Security Rolls Back Restrictions on Filing for Benefits by Phone

It reversed a much criticized change that was expected to force tens of thousands of Americans to visit offices in person each week.

Schwab Offers Alternative Investments Platform to Retail Investors With $5M

The offer builds on Schwab’s wealth, advice and investment management solutions to better serve HNW and UHNW clients.

What Are the Five Hottest Markets for Home Buyers and Sellers?

A new Zillow report lays out where buyers are finding lower prices and more options, and where sellers are getting top dollar.

Wall Street Bonus Pot Surges to Record High

Wall Street profits are soaring and so are bonuses. But federal policy is muddying the outlook for 2025.

FPA Offers New Cybersecurity Certificate Program for Financial Planners

The online course provides essential skills to protect participants' practices and clients while meeting regulatory requirements.