Watch This Trend Around Qualified Small-Business Stock
By Robert Bloink and William H. ByrnesAt least seven states do not recognize the exclusion of capital gains on this stock, and the list is growing.
July 27, 2026
How a 3-Year-Old Can Change the Social Security Claiming MathA 63-year-old accountant expected to delay until 70. Then his son — and caregiving wife — entered the equation.
July 20, 2026
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How the New Retirement Fear Index Could Help You Serve ClientsThe composite measure from David Conti benchmarks the evolving concerns of many retirees and pre-retirees.
July 20, 2026
RIAs Don't Need More AI Experiments. They Need an Implementation Plan.Firms need to movie beyond generic tools and one-off prompts by building secure, auditable, human-led workflows.
July 16, 2026
Is a Spousal Trust the Right Estate Planning Strategy for Your Client?SLATs provide flexibility and tax benefits, but the increase in the lifetime estate and gift tax exclusion has shifted the conversation.
July 16, 2026
Debate: Did the IRS Make the Right Call on Automatic Penalty Relief?Taxpayers qualify if they have a history of filing and paying on time for the prior three years.
July 15, 2026
Roth IRAs for Kids: A Planning Opportunity for the FamilyThe benefits of these accounts for minors are often overlooked, given that they are typically retirement income vehicles.
July 13, 2026
Suze Orman Is Wrong About Dividend Stocks in Retirement — and She Isn't AloneThe idea that dividends are income is everywhere in personal finance. For retirees, that's potentially harmful.