Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Millennials face different financial challenges than previous generations as they set goals for saving for retirement, paying debt, and buying a home.
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Estate planning remains important for investors despite changes under the new tax law.
The new tax law could have a significant impact on how individuals and small businesses file income taxes and make tax planning decisions.
While many small businesses are navigating the changes introduced by the TCJA, the IRS is proposing additional limits for the small business tax deduction.
While college may seem a distant goal for a high school freshman, there are many things students and parents need to do during high school to prepare.
College financial aid plays a critical role for many families paying tuition and some colleges and universities require two types of aid applications.
Parents may also want to prepare some documents such as a health-care proxy before their child leaves for college in case of an emergency or illness.
Under tax reform, reduced marginal tax rates are lowering the cost of a Roth conversion, but the ability to reverse the move is eliminated.
Many parents sending children to college for the first time may need help with financial advice and maximizing their 529 plan when the college bill is due.
With many financial plans tied to IRS interest rates, there are several strategies that investors may want to consider before rates move higher.
