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

Financial Planning

8 'Nerdy' Year-End Tax Planning Insights for 2024: Jeff Levine

By John Manganaro
Financial Planning

Two Roth IRA Mistakes High-Income Clients Must Avoid

Financial Planning

12 Most Generous U.S. States

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Webcasts

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Trump's Market Impact: Navigating Opportunities in AI, Crypto and ETFs

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The Path to Independence: Navigating the Four Key Dimensions for RIAs

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Preparing Portfolios for 2025: Macro Outlook, Bond Strategies and ETF Trends

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Podcasts

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The Retirement Revolution with Mike Lynch

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Financial Peace of Mind

 Cambridge Investment Research, Inc. (Sponsored) Listen Now

American Endowment Foundation Brings Charitable Giving to Local Communities

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Tax Planning

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How to Avoid the Tax Trap of the Wash-Sale Rule
How to Avoid the Tax Trap of the Wash-Sale Rule
How to Plan Around Tax Politics
How to Plan Around Tax Politics
Congress May Poach Retirement Benefits to Pay for 2025 Tax Cuts
Congress May Poach Retirement Benefits to Pay for 2025 Tax Cuts
A Tax Facts Debate: Pros and Cons of Trump’s 2025 Tax Plans
A Tax Facts Debate: Pros and Cons of Trump’s 2025 Tax Plans

Trusts & Estates

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How to Plan Around Tax Politics
How to Plan Around Tax Politics
A Tax Facts Debate: Pros and Cons of Trump’s 2025 Tax Plans
A Tax Facts Debate: Pros and Cons of Trump’s 2025 Tax Plans
10 New Findings on What Americans Think About Wealth
10 New Findings on What Americans Think About Wealth
Warren Buffett's 7 Nuggets of Estate Planning Wisdom
Warren Buffett's 7 Nuggets of Estate Planning Wisdom

College Planning

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529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered Questions
529 Plan to Roth IRA Rollovers: Big Promises, Big Unanswered Questions
Know These New Retirement Planning Rules for 2024 and Beyond
Know These New Retirement Planning Rules for 2024 and Beyond
15 Best Colleges for a Finance Degree
15 Best Colleges for a Finance Degree
A Better Way to Coach Clients (and Their Children) Through College Enrollment
A Better Way to Coach Clients (and Their Children) Through College Enrollment

Charitable Giving

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7 Tips for More Impactful Giving via Donor-Advised Funds
7 Tips for More Impactful Giving via Donor-Advised Funds
Daffy Integration Simplifies Donor-Advised Fund Granting for Betterment Users
Daffy Integration Simplifies Donor-Advised Fund Granting for Betterment Users
New Tifin Give Tools Let Clients Run Charity Donation Campaigns
New Tifin Give Tools Let Clients Run Charity Donation Campaigns
Extending the Estate Tax Exemption: Likely With Trump, But Not a Given
Extending the Estate Tax Exemption: Likely With Trump, But Not a Given

UHNW Client Services

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10 Impressive Luxury Gifts for the Holidays
10 Impressive Luxury Gifts for the Holidays
BofA Private Bank Nabs $7B Advisor Duo in Florida
BofA Private Bank Nabs $7B Advisor Duo in Florida
Advyzon Launches Portfolio Management Platform for UHNW Clients
Advyzon Launches Portfolio Management Platform for UHNW Clients
Wealth.com Expands Its RIA Reach (Again)
Wealth.com Expands Its RIA Reach (Again)

Behavioral Finance

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Should Clients Change Advisors When They Retire?
Should Clients Change Advisors When They Retire?
eMoney Set to Launch Premium Client Portal, New Planning Features
eMoney Set to Launch Premium Client Portal, New Planning Features
CFP Board Pivots on 'Perfect Job' Campaign After Backlash
CFP Board Pivots on 'Perfect Job' Campaign After Backlash
The Future of Financial Advice Looks a Lot Like Life Coaching: Daniel Crosby
The Future of Financial Advice Looks a Lot Like Life Coaching: Daniel Crosby