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.
The value of advice can be quantified in many ways as financial advisors provide tax-smart strategies to help investors get the most out of their plan.
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For families planning for college, the senior year of high school has many deadlines and preparations for parents and students.
When planning for college, the junior year of high school is busy as parents look deeper into financial aid and juniors sharpen their focus on goals.
In the wake of Hurricane Harvey homeowners may seek assistance in making claims for property loss.
Planning for college for parents and students can begin as early as freshman and sophomore years in high school, and help families stay on track.
Parents may consider creating a checklist for the financial considerations involved when students head off to college.
There are several tax-advantaged provisions for higher education in the tax code that may be overlooked as multiple provisions may cause confusion.
Planning for both discretionary spending as well as essential expenses is important when saving for retirement.
Tax relief and the elimination of health insurance mandates could be realized if proposals to repeal the Affordable Care Act (ACA) advance on Capitol Hill.
Because marital status plays a prominent role in financial rules, living arrangements such as non-traditional households may result in planning challenges.
