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Campus Unrest Heightens College-Planning Concerns

Families question options for higher learning as protests over the Israel-Hamas war escalate.

Should Boomers Gift Their Home to Their Kids?

Parents may think they’re doing them a big favor, but everyone may lose if it’s not thought through carefully. (By Jim CIprich)

Planning a Thoughtful Wealth Transfer

There are many ways to harness the step-up in basis while ensuring financial security — and avoiding many pitfalls. (By Mallon FitzPatrick)

Advising Women in Transition

These five principles and five action points can help you put female clients in transition on the best path for the rest of their lives. (By Kimberly Foss)

Frustrated Advisor Finds a Non-Client-Facing Niche

Taking on a supervisory role to help other advisors maintain success has been more fulfilling than trying to calm jittery clients.

Are Rental Properties Worth Owning?

Before engaging in buy-and-hold activity, it’s important to consider cash flow, goals, stress thresholds and more.

Healthcare Estimates Can Send a Financial Plan Off the Tracks

To accurately and confidently plan for retirement, a client’s health needs, preferences, goals and location must be considered.

When Navigating Windfalls Is a Rocky Road

Advisors say taking it slow, educating clients and developing a strategy can ease the impact of client anxiety and exuberance.

Dealing with Dementia Beyond Financial Concerns

More clients are voicing fears of dementia — as a patient or caregiver — so I’m asking more questions. (By Karen Caplan Altfest)

How to Help Protect the Veterans Who Protected Us

The VA disability benefits system is tough enough to navigate, but veterans are also vulnerable to pitches for unneeded services and products.

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Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.

Washington State’s LTC Program May Get Nixed

In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.

IRS Accepting Applications for Tax Preparation Program Grants

Participating organizations provide free tax counseling to seniors and underserved communities.

Lawsuit Over Wall Street’s ‘Fearless Girl’ is Settled

State Street installed the "Fearless Girl" statue in Manhattan's financial district in March 2017 shortly before International Women's Day.

State Health Plans Must Cover Gender-Affirming Surgery, Appeals Court Rules

Health insurance plans run by U.S. states must cover gender-affirming surgeries for transgender people, a U.S. appeals court ruled.

Lawsuit Against Citi Details ‘Pervasive’ Sexual Harassment

A Citigroup managing director said the bank failed to protect her from a supervisor's violent threats and abuse.

Stress Is Mounting for Working Women: Deloitte

Burnout is being fueled by inflexible return-to-office mandates coupled with lack of support in the office and at home.

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