Financial Planning

The latest news, trends and analysis to help financial advisors provide clients with successful strategies to build their wealth and financial futures.

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Top Financial Planning Stories

Tax Planning

Republicans Mull Raising SALT Cap to $30,000

By Billy House, Emily Birnbaum and Erik Wasson
College Planning

Two Big Ways Federal Student Loans Could Change for Clients

Trusts and Estates

How to Prevent an Inheritance Nightmare When Clients Own Crypto

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Planning With Purpose: Trends in Guiding Clients for Values-Based Giving

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How Top RIAs Use Peer Data to Guide Portfolio Strategy

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Beyond Marketing: Turning Education into Your Most Effective Growth Tool

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Prudential Advisors Wants Advisors to Focus on Clients’ Diversity

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How Financial Professionals Can Help Clients Overcome Financial Worry

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Discovering Your Greatest Tool

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Tax Planning

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House Tax Plan: The Details Advisors Need to Know
House Tax Plan: The Details Advisors Need to Know
These 10 States Are Most Vulnerable to a Recession, Study Finds
These 10 States Are Most Vulnerable to a Recession, Study Finds
House Tax Bill Calls for $30,000 SALT, Omits Millionaire Tax
House Tax Bill Calls for $30,000 SALT, Omits Millionaire Tax
Ed Slott: New Tax Bill Draft Is 'Very Taxpayer Friendly'
Ed Slott: New Tax Bill Draft Is 'Very Taxpayer Friendly'

Trusts & Estates

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Greater Need, Greater Giving Spell Greater Opportunity for Advisors
Greater Need, Greater Giving Spell Greater Opportunity for Advisors
6 Keys to Keeping the Relationship When Your Client Dies
6 Keys to Keeping the Relationship When Your Client Dies
HNW Families Need Advice on Wealth Transfer
HNW Families Need Advice on Wealth Transfer
9 Services Ultra-Wealthy Clients Want
9 Services Ultra-Wealthy Clients Want

College Planning

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GOP Eyes Endowment Tax Hike
GOP Eyes Endowment Tax Hike
How Clients Can Maximize College Financial Aid
How Clients Can Maximize College Financial Aid
Top 12 States for 529 Savings Plan Asset Growth
Top 12 States for 529 Savings Plan Asset Growth
Annuity and Trust Assets: The Education Connection
Annuity and Trust Assets: The Education Connection

Charitable Giving

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Greater Need, Greater Giving Spell Greater Opportunity for Advisors
Greater Need, Greater Giving Spell Greater Opportunity for Advisors
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions Remain
Ed Slott: IRS Just Made QCD Reporting Easier, but Questions Remain
New Bill Allows Charitable IRA Rollovers to Donor-Advised Funds
New Bill Allows Charitable IRA Rollovers to Donor-Advised Funds
12 Biggest U.S. Mega-Donors to Charity in 2024
12 Biggest U.S. Mega-Donors to Charity in 2024

UHNW Client Services

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Greater Need, Greater Giving Spell Greater Opportunity for Advisors
Greater Need, Greater Giving Spell Greater Opportunity for Advisors
Trump Cautions GOP on Tax Hike for Rich, But He’s ‘OK’ With It
Trump Cautions GOP on Tax Hike for Rich, But He’s ‘OK’ With It
For Goldman, RIA Service Starts With 'Unlocking Time'
For Goldman, RIA Service Starts With 'Unlocking Time'
HNW Families Need Advice on Wealth Transfer
HNW Families Need Advice on Wealth Transfer

Behavioral Finance

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CFP Board Rolls Out AI-Powered Exam Prep Tool
CFP Board Rolls Out AI-Powered Exam Prep Tool
Financial Advice Before 40 Is Critical for Long-Term Security: Poll
Financial Advice Before 40 Is Critical for Long-Term Security: Poll
What the LPL-Commonwealth Deal Means for Advisors
What the LPL-Commonwealth Deal Means for Advisors
Workers Expecting to Live Longer Plan Accordingly. But There's a Problem
Workers Expecting to Live Longer Plan Accordingly. But There's a Problem