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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

From Sports Greats to Pop Icons, Some Celebs Reap Huge Returns

A new analysis by BrokerChooser ranks the world's most successful celebrity investors.

Tariff Volatility Drives Investors to Actively Managed Funds

Analysts say active managers focused on three factors may lead them to outperform the broader market in the months ahead.

Georgia Ponzi Scheme Duped 300 Investors Out of $140M, SEC Alleges

First Liberty Building & Loan started by making bridge loans to businesses but switched to a scam, investigators say.

The One Big Beautiful Bill Offers Opportunities for Advisors, Investors

Financial advisors need to understand these changes to serve their wealthy clients properly.

Being ‘Wealthy’ Harder to Achieve Since 2021

Inflation and soaring costs have raised the amount Americans think it takes to be wealthy. And the number varies by generation.

Vanguard Announces Three New Treasuries-Based ETFs

Vanguard Fixed Income Group now offers 36 fixed income bond ETFs, including 28 index.

Army Ejects 10 Schools from ROTC Program

The move is part of cost-cutting that slashed the workforce of the Army's Cadet Command.