8 Tips for Clients Receiving a Windfall: Advisors' Advice
By Dinah Wisenberg BrinA sudden fortune can come with complexity.
October 20, 2026
Top 15 States for Federal Estate TaxesFor families in these places, the coming tax policy fights in Congress could mean something.
October 20, 2026
12 Metro Areas Where Paychecks Go the FurthestHere's where the typical worker can devote 35% or more of their income to retirement savings and fun, according to SmartAsset.
October 19, 2026
Estate and Inheritance Taxes in 17 States: 2026Some clients with assets far below the federal threshold need to plan for these levies, according to the Tax Foundation.
October 15, 2026
7 Plot Twists in a 'Bonkers' ETF Market: Dave NadigThe ETF.com research director talks advisors through the blitz of new funds and strategies.
October 14, 2026
10 Most Expensive ZIP Codes: 2026The median home sale price reached eight figures in one of these neighborhoods, according to PropertyShark.
October 13, 2026
11 Ways to Make Prospects and Clients Feel ImportantPositive messages need to be delivered — and heard — again and again.
October 12, 2026
33 Cheap Stocks to Buy in Q4: Morningstar"We think the U.S. stock market is entering an especially risky environment," strategist David Sekera writes.