Massachusetts Lost $4B of Income After Millionaire Tax
By Greg RyanThis movement occurred during the first year residents were subject to a 4% surtax on incomes over $1 million, the IRS says.
March 20, 2026
7 in 10 Americans Embrace New Approaches to Retirement: FidelitySome 80% of Generation Z and 60% of millennials said they plan to phase different kinds of work into retirement.
March 19, 2026
When Can You Talk to Clients About Long-Term Care Protection?Probably not while they're in college, but you can start earlier than many think.
March 19, 2026
Cyber Risk Is A Wealth-Preservation IssueHaving a high net worth provides no defense whatsoever against hacking.
March 19, 2026
Debate: Should Medical Expenses Be Exempt From Itemized Deduction Limits?Legislation in 2025 created a cap on itemized deductions that will largely affect high-income clients.
March 19, 2026
12 Most Expensive U.S. Cities in 2025SmartAsset ranked the cost of living across 236 cities, based on data for housing, food, utilities and other essentials.
March 19, 2026
Advisors, Not Firms, Hold the Power Now, Consultant Says"Employee models are losing the wealth management war," William Trout of Datos Insights argues.
March 19, 2026
NAIC to Consider Open Meetings ChangesPeter Gould, an annuity owner activist, has been asking the insurance regulator group for more access.