Do Good and Do Well: One Advisor's Way
Doubt you can improve the world? Read on.
Senate Finance Passes 529 Reform Bill
The bipartisan bill modernizes the treatment of 529 plans in three ways.
529 College Plan Bill to Be Debated in Senate Committee
The bill is intended to "modernize" 529 plans and would designate computers as a qualified expense, among other provisions.
15 Cheapest States for Long-Term Care Costs: 2015
The old saw about “what goes up must come down” obviously wasn’t coined by someone thinking about the costs of long-term care.
New Hire Roundup: Blundell Joins Northern Trust’s International Wealth Advisory Group
Meanwhile, Rick Golod is now chief global strategist at Behringer, and Marie Swift has joined the Wealthminder advisory board.
Top 10 Smartest States for Financial Literacy: 2015
Residents in these locales have a head start on planning and saving, according to WalletHub.com.
Late-Night Social Security Votes Have Major Political Ramifications
Three recent Senate votes related to Social Security benefits may hold clues to how candidates will line up on the issue in the presidential campaigns.
Come April, if not earlier, taxes occupy a huge space in your clients’ brains. If you’re providing tax advice, taxes are taking up valuable real estate in your brain, too, if they haven't taken over entirely.
10 Best States for Retirement: 2015
Crime, weather and taxes factor into how the states stack up, according to Bankrate.
Several States Looking Into Required Pension Programs
Millions of individuals are at risk for not having enough money to maintain their standard of living in retirement.