Debt Limit Nail-Biter Looms as Senate Ponders Tax Bill
By Erik Wasson, Chris Cioffi and Alexandra HarrisSen. John Thune must strike a delicate balance to get the House’s $4 trillion tax cut package through the Senate.
May 23, 2025
Financial Advisor Conferences in 2025: An Evolving ListDozens of industry conferences and events are on tap this year, with the biggest events hosted by custodians.
May 23, 2025
How to Build on Buffett's Berkshire Hathaway MessageEven in the most turbulent times, he reminds us, the principles of sound financial management remain constant.
May 23, 2025
You May Soon Be Able to Pay for CE Credit With 529 Plan FundsThe proposal, part of the giant tax bill awaiting a Senate vote, also allows using those assets for CFP certification.
May 23, 2025
LPL's Atria Network to Lay Off 169 EmployeesThe employees will be let go this summer in California, New York and Texas, state records show.
May 23, 2025
10 Most Affordable U.S. Cities to Buy a Home: 2025Some areas offer better opportunities for owning a typical home on a typical salary, Clever Real Estate finds.
May 22, 2025
Getting Social Security Claiming Right With Joe ElsasserOn this Season 3 kick-off episode of the Ask the Retirement Expert podcast series, Elsasser joins ThinkAdvisor Senior Reporter John Manganaro to discuss all things Social Security and retirement income planning. In addition to claiming strategies and Social Security funding, the pair also discuss the importance of tax-aware income planning, the psychological side of spending, the importance of finding purpose during “life after work,” and more.
May 22, 2025
Trial Date Set for Ex-Banker Charged With Killing BofA ExecAnthony Duwayne Turner's trial is set for June; a planned pretrial hearing involves a motion to dismiss the case.