Financial Planning

The “Big Beautiful” law offers a new deduction up to $6,000 for seniors. Getting it may not be so simple.

Wealth managers see a lot to like in President Donald Trump’s newly passed tax and spending bill, especially for wealthier clients.

Zach Rodriguez sets his sights on former service members, who face unique challenges in managing money, investing, and retirement planning.

Advisors need to understand why equity compensation can be a dual-edged sword due to concentration risk.

The new tax law keeps exemptions for the alternative minimum tax, but the increase in deductions for state and local taxes could result in more taxpayers getting hit with the AMT.

The Republican megabill combined with new federal rules tightening eligibility will affect most people who use plans created by the Affordable Care Act.

The latest version of the proposed savings accounts are more flexible, but come with reduced tax benefits.

The definition of financial independence is a little different for everyone. Here’s what financial advisors say.

Covid-era relief has come to an end, with millions of borrowers facing defaults and wage garnishment.

The hefty cost of insuring cars and homes is weighing on consumers.

Target-date funds are the backbone of millions of Americans’ 401(k)s. Some have performed a lot better than others.

Ignore the headlines. Here are low-cost funds you can invest in for the long term.

The bill aims to extend the income-tax cuts from the 2017 tax law while widening the state and local tax deduction.

Barron’s has long favored dividend-paying stocks for those seeking income. But bonds now deserve a hard look because they are so attractively priced.

During Pride Month, financial advisors reveal the guidance they’re providing LGBTQ+ clients in 2025.

Ed Perks, manager of the 73-year-old Franklin Income Fund, is investing equally in stocks and bonds, often from the same companies. He shares some picks.

Vanguard’s report shows 4.8% of workers took hardship withdrawals from 401(k)s in 2024, up from 3.6% in 2023.

Some clients tragically blow through their windfalls. Here’s how financial advisors try to help them preserve sudden wealth and use it to lead better lives.

A generation that changes jobs early and often needs a better retirement solution, Zach Buchwald writes in a guest commentary.

Chase’s Sapphire Reserve is charging $795, topping the American Express Platinum card. We look at the slew of rewards premium credit cards offer.

Here’s our weekly roundup of the most-read articles at Barron’s Advisor.

Republicans’ tax bill would allow some subsidies to lapse for Obamacare insurance premiums, raising costs sharply for older Americans.

The singer-songwriter’s wife and business manager are seeking to remove one another as co-trustees.

The combined retirement and disability fund is projected to run dry in 2034, one year earlier than reported last year, according to the annual Social Security and Medicare Trustees report.

Wealth advisor Melissa Garrett helps clients of all ages figure out how to fund a loved one’s college or school tuition.