Financial Planning

Time is running out to take advantage of tax breaks before year end. Here are some moves to make.

Direct indexing and 351 exchange funds are among the innovations advisors are using to help investors limit the tax bite on their investments.

The new accounts will provide a savings vehicle for millions of families, but as traditional IRAs, they present tax issues.

A good year for stocks—and big gains in tech—may be making your portfolio too risky. How to get it in shape for 2026.

Taxpayers over 65 can expect an average annual 4.5% increase in after-tax income compared with 3% for all age groups, according to the Tax Foundation. 

Recent earnings from Walmart and dollar stores show that everyone’s budgets are getting pinched.

A coming offering could help more investors secure a steady income stream in retirement.

Despite the end of the government shutdown, millions of Americans may lose access to food stamps in the coming months. How financial advisors can help.

There are good reasons to pull the trigger early—and bad reasons that will cost you substantially.

Tax-law changes mean that some wealthy taxpayers should make charitable gifts this year, but others may want to wait.

The $124 trillion wealth transfer is under way, but career disruption risks turning inheritance on its head.

In an elevated market, investors need to embrace new strategies to lower taxes on portfolios.

Your guide to changes that are part of the One Big Beautiful Bill Act, which passed in July.

From strategic charitable giving to well-timed Roth conversions to fully exploiting health savings accounts’ potential, financial pros share ways to significantly lower your tax bill.

Here are new deductions, effective this year, that eligible taxpayers can use even if they claim the standard deduction.

Take the $1,000 “birth bonus” by all means, but pause before funding the tax-deferred account that comes with it, advises Carson Wealth’s chief tax strategist.

Retirees have less wiggle room to weather volatility than younger investors, and it’s important to make sure your portfolio can withstand the stock market bumps.

The increase will soak up much of an increase in Social Security payments to account for inflation.

Advisors like being able to manage their clients’ retirement-plan assets held at their employers’ administrators, but plan administrators say those services pose a security risk.

High-net-worth taxpayers who concentrate their philanthropic donations during this tax year can avoid new deduction floors and ceilings that kick in Jan. 1.

The Internal Revenue Service has adjusted the numbers to account for inflation.

Pimco’s head of advisor education explains how advisors can help clients navigate recent tax changes, offering tips for investments, as well as income tax, retirement, and legacy planning.

While the S&P 500 is up 14% this year, lately investors have begun to question the health of the bull market.