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.
There are several tax-advantaged provisions for higher education in the tax code that may be overlooked as multiple provisions may cause confusion.
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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.
Many savers with access to HSAs are using these accounts to save for future health costs.
About 4 million taxpayers each year get hit with the alternative minimum tax. Yet there are strategies for investors to try to mitigate or avoid the AMT.
As discussion around tax changes increases on Capitol Hill, proposals point to a reduction in tax preference items and tax loopholes.
Seeking advice and developing a financial plan can be critical for graduates navigating next steps after college.
A 529 plan may be part of a strategy to utilize tax-advantaged savings to meet the rising cost of college.
With rising costs and the planning time needed to prepare for college, some parents and students may wonder if a college degree is worth the investment.
