Financial Planning

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

Tax Planning
Trusts & Estates
College Planning
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Top Financial Planning Stories

Saving for Retirement

8 Questions to Ask Before Making a Roth Conversion

By John Manganaro
College Planning

How 'Trump Accounts' for Children Would Work

UHNW Client Services

At Morgan Stanley, This Ex-Teacher Schools the Heirs of Ultra-Wealthy Clients

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Webcasts

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Culture Impacts Service! The United Planners Difference

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The Empathy Advantage: How Behavioral Finance is Reshaping Planning Conversations

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

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Podcasts

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When Advice Matters the Most With Andrew Crowell

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Getting Social Security Claiming Right With Joe Elsasser

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Prudential Advisors Wants Advisors to Focus on Clients’ Diversity

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Tax Planning

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Debate: Does Auto Loan Interest Warrant a Tax Deduction?
Debate: Does Auto Loan Interest Warrant a Tax Deduction?
Senators Eye Medicare Cuts to Pay for Trump Tax Bill
Senators Eye Medicare Cuts to Pay for Trump Tax Bill
For Next-Gen Advisors, Some Traits Are More Important Than Salesmanship: AssetMark CEO
For Next-Gen Advisors, Some Traits Are More Important Than Salesmanship: AssetMark CEO
This Simple Mistake Turns an Inherited IRA Into a Tax Bomb
This Simple Mistake Turns an Inherited IRA Into a Tax Bomb

Trusts & Estates

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Symetra and Pacific Life Sued Over Annuity Beneficiary Changes
Symetra and Pacific Life Sued Over Annuity Beneficiary Changes
Commonwealth Is Latest Firm to Tap Wealth.com for Estate Planning
Commonwealth Is Latest Firm to Tap Wealth.com for Estate Planning
How to Talk With Adult Children About Prenups
How to Talk With Adult Children About Prenups
IRS Posts Ruling on Individual Retirement Annuity
IRS Posts Ruling on Individual Retirement Annuity

College Planning

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6 Keys to Managing Volatility in 529 Plans
6 Keys to Managing Volatility in 529 Plans
3 Keys to Taking Advantage of 529s
3 Keys to Taking Advantage of 529s
4 Pro Tips for Funding and Using 529 Plans
4 Pro Tips for Funding and Using 529 Plans
15 U.S. Universities With the Most Ultra-Wealthy Alumni
15 U.S. Universities With the Most Ultra-Wealthy Alumni

Charitable Giving

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How to Make the Most of RMDs
How to Make the Most of RMDs
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

UHNW Client Services

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JPMorgan to Offer Clients Financing Against Crypto ETFs
JPMorgan to Offer Clients Financing Against Crypto ETFs
Mariner Scores $1.4B Firm Serving Athletes
Mariner Scores $1.4B Firm Serving Athletes
10 States Where the Top 5% Earn the Most
10 States Where the Top 5% Earn the Most
Alternative Assets Aren't a Good Deal for Clients: Expert
Alternative Assets Aren't a Good Deal for Clients: Expert

Behavioral Finance

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Retirement Is a Major Investment. Test It First. 
Retirement Is a Major Investment. Test It First. 
6 Secrets Clients Keep From Advisors
6 Secrets Clients Keep From Advisors
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