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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

The ‘New Normal’: LIMRA: U.S. Annuity Sales Hit Record in First Half of 2025

RILA sales drive quarterly record, but a softening market may be on the way, LIMRA warns.

DAFgiving360 Donors Grant $8.9B to Charities During FY 2025

Financial advisors are playing a an increasingly important role as more clients express charitable intentions.

Vanguard Adds Two Titles to its Fixed Income Model Portfolio Lineup

One new offering aims to preserve capital while the other seeks to maximize returns.

Woman Gets Prison for Hiding Over $90M From the IRS in Overseas Accounts

The defendant and her relatives hid the funds in banks in Switzerland, Panama, Israel and Andorra, authorities said.

Social Security Tech Upgrades Reduce Phone Wait Times

Elimination of scheduled maintenance downtime improves online service, the Social Security Administration reports.

PNC Bank Enters Cryptocurrency Market With Coinbase Partnership

Banking clients and institutional investors will be able to buy, hold and sell crypto using Coinbase’s crypto-as-a-service platform.

A Mid-Year Financial Health Check-up Is Essential for HNW Investors

A Chicago wealth advisor offers a checklist of proactive steps to ensure an optimal financial strategy.