10 Best & Worst States for High-Income Taxpayers
Income, property and sales taxes can really add up in some states, according to the Institute on Taxation & Economic Policy and WalletHub.
5 Steps to Help College Graduates With Student Debt
Providing solid postgraduate financial planning can help your clients’ children get off on the right foot while solidifying ties with your clients.
10 Best & Worst States for Low-Income Taxpayers
State and local taxes are surprisingly regressive in some states, the Institute on Taxation & Economic Policy and WalletHub report.
Renting Your Home on Airbnb? Don't Forget Lodging Tax
“When you’re short-term renting a property anywhere in the U.S., you’re essentially operating as a hotel,” Rob Stephens of HotSpot Tax warns.
8 Best Financial Companies to Work For: Fortune
These financial companies that work with advisors are included in Fortune's list of the Best Companies to Work For in 2015.
Bloomberg Philanthropies Pushes Governments to Drive Change
Billionaire Michael Bloomberg cites his 12-year tenure as New York’s mayor for his appreciation of “government’s ability to be a force for good.”
Wealthy Millennials Don’t See Retirement as End of Work: Survey
High-net-worth Americans plan to retire at 56 on average, and more than half plan to keep working in retirement, a BMO Private Bank study found.
Ferri’s Forecast for Next 30 Years
As a flurry of forecasts look at the coming quarter or year, Portfolio Solutions principal Rick Ferri takes a bit of a longer view.
7 Financial Mistakes You Shouldn’t Make for Love
As Americans marry later or not at all, more are living with romantic partners. Here are seven warnings for your cohabiting clients.
Preparing Clients for Fed Interest Rate Hike
A Fed rate increase will have a broad impact, from bonds and mortgage rates to savings and car loans. Here's what advisors are telling clients.