Financial Planning

The latest news, trends and analysis to help financial advisors provide clients with successful strategies to build their wealth and financial futures.

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Top Financial Planning Stories

Legislation

7 Tax Developments to Watch For

By John Manganaro
UHNW Client Services

81% of Wealth Inheritors Say They'll Fire Their Parents' Advisor

College Planning

How 'Trump Accounts' for Children Would Work

Trending Stories

Webcasts

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How Leading Firms Are Deploying AI Without Compliance Risk

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Customization at Scale: Using Direct Indexing to Maximize Tax Benefits and Client Value

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The Empathy Advantage: How Behavioral Finance is Reshaping Planning Conversations

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Podcasts

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It’s Time to Talk Taxes With Sophia Duffy

 ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now

Busting Retirement Income Myths With Michael Finke

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The Entrepreneurial Mindset With Reed Colley

 ThinkAdvisor, sponsored by Jackson National Life Insurance Company Listen Now

Tax Planning

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9 Key Tax Considerations for Newlyweds
9 Key Tax Considerations for Newlyweds
July 4 Tax Bill Deadline Isn’t the ‘End All’ Date: Trump
July 4 Tax Bill Deadline Isn’t the ‘End All’ Date: Trump
Debate: Should the Tax Bill Increase the Business Income Deduction?
Debate: Should the Tax Bill Increase the Business Income Deduction?
Key Republicans Signal 'Progress' on SALT Deal
Key Republicans Signal 'Progress' on SALT Deal

Trusts & Estates

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Appeals Court Sides With Beneficiary in Guardian Life Suit
Appeals Court Sides With Beneficiary in Guardian Life Suit
Trust as IRA Beneficiary? Avoid These Mistakes
Trust as IRA Beneficiary? Avoid These Mistakes
Trouble in Margaritaville: 7 Reasons Estate Plans Go Awry
Trouble in Margaritaville: 7 Reasons Estate Plans Go Awry
12 States With the Highest Average Estate Tax Payments
12 States With the Highest Average Estate Tax Payments

College Planning

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15 Best Value Public Universities: 2025
15 Best Value Public Universities: 2025
10 Industries College Grads Find Most Promising: 2025
10 Industries College Grads Find Most Promising: 2025
Advisors, Please Stop Spreading This 529 Plan Falsehood: Jeff Levine
Advisors, Please Stop Spreading This 529 Plan Falsehood: Jeff Levine
10 States With the Most International Students
10 States With the Most International Students

Charitable Giving

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How to Make the Most of RMDs
How to Make the Most of RMDs
Greater Need, Greater Giving Spell Greater Opportunity for Advisors
Greater Need, Greater Giving Spell Greater Opportunity for Advisors
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions Remain
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions Remain
New Bill Allows Charitable IRA Rollovers to Donor-Advised Funds
New Bill Allows Charitable IRA Rollovers to Donor-Advised Funds

UHNW Client Services

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World's 10 Most Livable Cities: 2025
World's 10 Most Livable Cities: 2025
Elevation Point Stakes $2.5B Ex-UBS Team
Elevation Point Stakes $2.5B Ex-UBS Team
Osaic Buys $13.5B Boston-Based RIA 
Osaic Buys $13.5B Boston-Based RIA 
JPMorgan to Offer Clients Financing Against Crypto ETFs
JPMorgan to Offer Clients Financing Against Crypto ETFs

Behavioral Finance

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FPA Debuts Planning ‘Competency Model’
FPA Debuts Planning ‘Competency Model’
Retirement Is a Major Investment. Test It First. 
Retirement Is a Major Investment. Test It First. 
6 Secrets Clients Keep From Advisors
6 Secrets Clients Keep From Advisors
CFP Board Rolls Out AI-Powered Exam Prep Tool
CFP Board Rolls Out AI-Powered Exam Prep Tool