7 'Must Read' Books for Financial Planners
By John ManganaroWe asked David Blanchett and other industry experts for book recommendations. Here's what they suggested.
September 22, 2025
Here Are the States With Estate or Inheritance Taxes: 2025Only the wealthiest estates pay federal taxes under OBBBA, but several states have levies of their own.
September 22, 2025
America's 15 Youngest Billionaires: Forbes, 2025AI and crypto have made some people in their 30s and younger very, very wealthy.
September 19, 2025
7 Problems Facing Families With Long-Term Care BenefitsCaregivers with LTC benefits still need a lot of help from financial professionals.
September 19, 2025
Quiz: Do You Know These ETF Tax Facts?Only the tax-savviest can ace the quiz, but all advisors can learn something new about exchange-traded funds.
September 18, 2025
5 Ways to Make RMDs Less Painful: Christine BenzClients can make moves to lower or otherwise optimize required minimum distributions, the Morningstar personal finance director explains.
September 18, 2025
Top 15 Universities for Startup FoundersThese schools are notable for attracting students who go on to start companies, according to PitchBook.
September 17, 2025
12 Best Countries to Retire AbroadThe Global Citizen Solutions ranking considers quality of life, ease of integration and tax friendliness.