Social Security COLA Could Be 3.8% in 2027
By Melanie WaddellThe cost-of-living adjustment for 2027 is still expected to be higher than this year's.
July 13, 2026
New Bill Eliminates SALT Cap Marriage PenaltyThe legislation would double the deduction cap on state and local taxes for couples filing jointly.
July 13, 2026
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Income and Tax Planning for Clients Working at 70 or BeyondOlder workers and their advisors have important decisions to make around RMD planning, tax deductions and health coverage.
July 10, 2026
The Great Wealth Transfer Is Already UnderwayAs more boomers choose to make lifetime gifts, the money is starting to flow to younger generations.
July 10, 2026
The Real Value of an Advisor, by the NumbersRussell Investments set out to quantify how, and how much, financial advisors improve clients' returns.
July 10, 2026
NYC Lawyers Slam Pied-a-Terre Tax as a 'Half-Baked Money Grab'The new tax is being implemented rapidly in part to generate revenue to balance the city's budget.
July 10, 2026
Is Buying a Home Still the Way to Wealth? Some Young Americans Aren't SureHomes are seen as a worse investment for first-time buyers today because wages haven't kept up with surging prices and ownership costs.
July 10, 2026
AI Has Positive Influence on the Industry, Advisors SayClients are arriving at meetings better informed, often with perspectives shaped by digital tools, a survey finds.