Top Financial Topics

Industry Spotlight

Firms Cheer FINRA's Comms Plan but Call for More AI Clarity

Advisors Say They Would Switch Firms for Better AI

Creative Planning Accelerates Employee Equity Ownership

Raymond James Small-Business Retirement Plan Now Available Through Its Advisors

Retirement Planning

Short-Seller Comes After Annuity Issuer Jackson Financial

How HSAs Can Help Cover Medicare Costs Tax-Free

12 States With the Highest Incomes Needed to Join the 1%

Why Some Clients Really Need Their Lattes

Annuities & Insurance

How HSAs Can Help Cover Medicare Costs Tax-Free

UBS Rep Cheated on Series 66 Exam During Bathroom Break: FINRA

Why Some Clients Really Need Their Lattes

House Financial Services Backs Life and Annuity Registration Form Bill

For ThinkAdvisor PRO Members Only

ThinkAdvisor PRO members enjoy unlimited access to PRO content. Go beyond the headlines with premium analysis and forward-thinking insights for financial advisors, wealth managers, and other financial professionals.

Why Some Clients Really Need Their Lattes
September 18, 2026 Why Some Clients Really Need Their Lattes
Social Security Survivor Benefits: Claim Now, Switch Later
September 15, 2026 Social Security Survivor Benefits: Claim Now, Switch Later
So Your Wealthy Client Wants a Doomsday Bunker
September 11, 2026 So Your Wealthy Client Wants a Doomsday Bunker
Is a Social Security Lump Sum Right for Your Client?
September 10, 2026 Is a Social Security Lump Sum Right for Your Client?
Learn More About PRO

Recommended For You

Immediate Answers to Critical Tax Questions At Your Fingertips

Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts.

Get More Information

Recently Added Q&As

Recently Updated Q&As
What is the temporary "senior deduction" deduction for taxpayers age 65 and over?
Get Answer
Recently Updated Q&As
What is the temporary deduction for auto loan interest?
Get Answer
Recently Updated Q&As
What is the temporary deduction for overtime income?
Get Answer
Recently Updated Q&As
What is the temporary deduction for tip income?
Get Answer
Recently Updated Q&As
What is a high deductible health plan for purposes of an HSA?
Get Answer
Recently Updated Q&As
Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
Get Answer
Recently Updated Q&As
What is the CARES Act employee retention tax credit that was available during 2020 and 2021?
Get Answer
Recently Updated Q&As
Who must file a return?
Get Answer

Popular Financial Topics

Estate Tax Planning

Protecting Dolly Parton's Estate From Tax Shocks, Conflict and AI

Your Clients Want to Talk About Estate Planning. Don't Shy Away.

Naming a Trust as IRA Beneficiary? Follow 4 Rules to Avoid a Tax Bomb for Heirs

After OBBBA, Some Wealthy Clients Have Estate Planning Regrets

Advisors Advice

When Your Client Says 'I Can Take It From Here': Advisors' Advice

16 Ways to Balance an S&P 500-Heavy Portfolio: Advisors' Advice

8 Advisors' Investment Picks for This Volatile Market: Advisors' Advice

9 Ways to Make Model Portfolios Work for Clients: Advisors' Advice

Reg BI

What to Know About High-Risk Structured Notes

FINRA Suspends Rep for Excessive Trading in Retiree's Account

BD Fined $70K Over Reg BI Violations, Annuity Switches: FINRA

FINRA Suspends Ex-Morgan Stanley Rep Over Options Trades, Texting

What You Should Be Reading

Industry Voices

David Blanchett

How Health Influences Social Security Claiming

How to Use Longevity Protection and Guarantees to Create Better Retirement Outcomes

For Advisors, DC Plans Offer More Opportunity Than Competition 

Bob Doll

Siegel, Doll Question Stock Run-Up if Rates Rise Further

Bob Doll: The 'High Risk Bull Market' Is Getting Riskier

Bob Doll's 10 Predictions for 2026: A Midyear Update

Jeremy Siegel

Jeremy Siegel Stays Optimistic as Market Risks Pile Up

Jeremy Siegel: Healthier Bull Market Emerging as AI Frenzy Cools

Jeremy Siegel: Why Stocks Keep Going Up