10 Financial Planning Curveballs Clients Might Throw in 2022
By Bryce SandersAs the world changes, so do clients' plans. Don't let these new concerns take you by surprise.
December 17, 2021
9 Undervalued Stocks in Top-Performing Sectors: MorningstarTech, real estate and energy stocks are up sharply, but there are still deals to be found, analysts say.
December 17, 2021
9 Estate Tax Bills Introduced in 2021One measure would restore the estate tax exemptions to the 2009 thresholds: $3.5 million per individual and $7 million per married couple.
December 16, 2021
15 Richest Americans in Finance, Investments: ForbesFrom Real-Time Billionaires rankings, ThinkAdvisor identified the 15 financiers and investors at the top of the pecking order.
December 16, 2021
10 Merriest Retirement Facts: 2021We asked Michael Finke, Marcia Mantell and Mary Johnson their thoughts on this year's good news for retirees.
December 15, 2021
15 Best Places in the World to Retire in 2022Live and Invest Overseas has published its index of the best places in the world to retire in 2022.
December 15, 2021
20 Richest Women in the U.S.: ForbesMeet the wealthiest women in the United States, who collectively are worth close to $400 billion.
December 15, 2021
5 Reasons to Consider Series I Savings Bonds Now: Jeff LevineHigher inflation has made the "rarely used" Federal Series I Savings Bond much more appealing to investors, the tax expert says.