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Plan Offers Stability for Anxious Families Planning for College Expenses

Private College 529 Plan provides advisor clients with a price-lock guarantee and a choice of nearly 300 schools.

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.

Maximizing Tax Benefits By Bunching Charitable Contributions

Help clients use both the standard deduction and itemized deductions.

Crypto Donations: a Tax-Smart Strategy for Your Clients

Donating cryptocurrency investments can be a unique opportunity for your clients to maximize the impact of their giving.

Strategies to Boost Retirement Savings

Four steps can help you navigate the complexities of retirement planning and confidently prepare clients for the road ahead.

Cashing in on the Convergence of Retirement and Wealth

As a retirement plan advisor, you will find relationships with employees result in other opportunities to manage their wealth.

Advising Clients on Irrevocable Medicaid Trusts: 4 Focus Areas

Advisors need to consider many client-specific priorities and circumstances when assessing this approach.

Advisor Tips for Charitable Planning Conversations

11 topics (and conversation starters) to bring up with your clients, plus additional resources to take the discussions further.

Maximizing Your Clients’ Charitable Impact Through a Life Insurance Donation

Two ways to donate an unneeded policy.

Planning Charitable Gifts? Don’t Forget Non-Cash Contributions

When discussing what your clients might donate to charity, consider appreciated non-cash assets.

Latest News

Husband-and-Wife Practice in Phoenix Affiliates With Commonwealth

Patrick Funke & Associates has $430 AUM and focuses on retirement plans.

RIA Economic Outlook Index Rises as Inflation Worries Ease

Advisors still fear a possible recession, but a major concern expressed by clients may present an opportunity.

Survey Finds Dangerous Disconnect Between G1 and G2

Advisors who don’t adequately prepare for succession risk losing their successors.

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.