12 Best States to Save for a Down Payment
By Michael S. FischerWhile it takes longer in some states to save, SmartAsset reports, the time needed has actually fallen in others.
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
5 Reasons Everyone Needs More InsuranceThe author makes the case that there is just no such thing as a client who has all risks under control.
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
Advisors, Take Note: SEC Rule Revamps Are on the WayThe agency's just-released Reg Flex agenda for 2026 includes several hot-button issues for advisors.
July 10, 2026
Prediction Market Bets Surge on World Cup ManiaWagers have topped $3 billion on a prediction market backed by Robinhood and Susquehanna International, which launched just a few months ago.
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.