15 States Where the Most Estate Taxes Were Paid in 2022
By Michael S. FischerMore than 8,000 individuals filed estate tax returns, with gross estates totaling $259.6 billion, according to newly released data.
October 25, 2024
10 Dividend-Growth Stocks to Buy Now: MorningstarThese firms pay out no more than 75% of their earnings via dividends and have competitive advantages.
October 24, 2024
12 Ways to Keep Your Pipeline From Drying UpIf you have no idea where to find new business, here's how to get leads, and assets, flowing again.
October 23, 2024
10 Most Generous American Billionaires: Forbes, 2024Ten people among the 400 richest Americans have given away 20% or more of their wealth.
October 18, 2024
11 Best Bond Index Funds in 2024: MorningstarAnalysts have given them their highest medalist rating and think they will outperform in a full market cycle.
October 17, 2024
10 Do's and Don'ts for Fall ProspectingBetween summer and the holidays, clients and prospects are in "work" mode and open to talking about finances.
October 15, 2024
20 Richest Women in the U.S.: Forbes, 2024In all, 67 women appear on the latest Forbes 400 list of America's wealthiest people.
October 14, 2024
11 Most Expensive ZIP Codes: 2024The median home in these neighborhoods sells for $4.3 million or more, according to PropertyShark.