How to Capitalize on the $6,000 Senior Deduction
By John ManganaroThis temporary benefit is "stackable" and can be taken whether or not your client itemizes.
December 18, 2025
How to Talk About the Value of Advice: VanguardInvestors are looking for peace of mind, personalized planning, time savings and portfolio returns, a research paper finds.
December 18, 2025
Dalio, BlackRock Join Donor List for Trump AccountsA growing list of companies and wealthy individuals are putting money into the program.
December 18, 2025
6 New Social Security Bills in Congress at Year-EndLawmakers have introduced a number of bills since October, including one to update SSA language to describe claiming ages.
December 18, 2025
Top 10 U.S. Cities for a Long, Happy RetirementStorageCafe assesses how well cities are prepared for a wave of retirees stepping into retirement amid economic uncertainty.
December 18, 2025
7 Moves With a Big Effect on Retirement SavingsSmall changes can have surprisingly big effects on retirement account balances — for better or worse.
December 18, 2025
SEC Permits Fidelity, Blackrock to Offer Dual-Share-Class FundsDozens of asset managers have the green light, including JPMorgan and State Street to offer multi-share class funds.
December 18, 2025
UBS Plans January Job CutsAnother round of layoffs is set for later in 2026, when the firm switches off computer systems it acquired from Credit Suisse.