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
Charitable Giving
UHNW Client Services
Behavioral Finance

Top Financial Planning Stories

Slideshow

15 States With Highest Tax Burdens: 2025

By Michael S. Fischer
News

Republicans Eye $25,000 SALT Cap as Trump’s Tax Cuts Take Shape

Q&A

How to Avoid a Huge Tax Surprise When Clients Lose a Spouse

Trending Stories

Webcasts

More Webcasts

Encrypted Messaging, Unseen Risks: Navigating Compliance with WhatsApp, Telegram and Signal

 Sponsored by Smarsh Watch Now

Beyond Marketing: Turning Education into Your Most Effective Growth Tool

 Sponsored by FMT Solutions Watch Now

Guiding Clients Without Heirs | Key Strategies for Advisors

 Sponsored by SS&C Advent Watch Now

Podcasts

More Podcasts

Prudential Advisors Wants Advisors to Focus on Clients’ Diversity

 Prudential Platinum (Sponsored) Listen Now

How Financial Professionals Can Help Clients Overcome Financial Worry

 TruStage (Sponsored) Listen Now

Discovering Your Greatest Tool

 Cambridge Investment Research, Inc. (Sponsored) Listen Now

Tax Planning

More Stories
Why SALT Cap for Some High Earners Gets Special Focus in Congress
Why SALT Cap for Some High Earners Gets Special Focus in Congress
Make Tax Season the Starting Line for Year-Round Planning
Make Tax Season the Starting Line for Year-Round Planning
Millionaire Tax Hike Gains Steam as Trump Signals Openness
Millionaire Tax Hike Gains Steam as Trump Signals Openness
Trump Tax Cut Extensions Are Far From a Done Deal
Trump Tax Cut Extensions Are Far From a Done Deal

Trusts & Estates

More Stories
Mariner and Vanilla Strike Estate Planning Deal
Mariner and Vanilla Strike Estate Planning Deal
Schwab Takes Minority Stake in Wealth.com
Schwab Takes Minority Stake in Wealth.com
Wealth.com Integrates eMoney Data
Wealth.com Integrates eMoney Data
Trump Tax Cut Extensions Are Far From a Done Deal
Trump Tax Cut Extensions Are Far From a Done Deal

College Planning

More Stories
Annuity and Trust Assets: The Education Connection
Annuity and Trust Assets: The Education Connection
11 Common 529 Plan Questions, Answered
11 Common 529 Plan Questions, Answered
Top 10 Countries for Wealthy Families
Top 10 Countries for Wealthy Families
New Bill Expands 529 Plan Funds to Training Programs, Including CFP Mark
New Bill Expands 529 Plan Funds to Training Programs, Including CFP Mark

Charitable Giving

More Stories
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
Planning Foundation Issues Grants to Support Pro Bono Guidance
Planning Foundation Issues Grants to Support Pro Bono Guidance
7 Need-to-Know Details About Tax-Exempt Gifting
7 Need-to-Know Details About Tax-Exempt Gifting

UHNW Client Services

More Stories
Mercer Advisors Expands Held-Away Account Services With Pontera's Support
Mercer Advisors Expands Held-Away Account Services With Pontera's Support
The Homeowners' Insurance Crisis Hits High-Net-Worth Clients, Too
The Homeowners' Insurance Crisis Hits High-Net-Worth Clients, Too
Household Wealth Surged 16% in 2024 on Stock Gains: Cerulli
Household Wealth Surged 16% in 2024 on Stock Gains: Cerulli
Schwab Takes Minority Stake in Wealth.com
Schwab Takes Minority Stake in Wealth.com

Behavioral Finance

More Stories
For Douglas Boneparth, Attracting Clients Is a Laughing Matter
For Douglas Boneparth, Attracting Clients Is a Laughing Matter
Josh Brown: Feels Like a 'Classic Bear Market'
Josh Brown: Feels Like a 'Classic Bear Market'
This Emerging Planning Technique Is Tailor-Made for Worried Retirees
This Emerging Planning Technique Is Tailor-Made for Worried Retirees
401(k) Trading Spikes on Tariff Shock
401(k) Trading Spikes on Tariff Shock