Financial planning

Any type of unreimbursed long-term care expense, be it for a mental or physical impairment, can completely ruin a client’s personal and retirement plans.

An in-depth look at the provisions being considered for the new legislation.

But proposals from the Biden administration might slow the flow of wealth into mega-IRAs.

The progressive Democratic congresswoman Alexandria Ocasio-Cortez used the Met Gala to make a political statement by wearing a dress with the message splashed across the back.

Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.

Nine CPAs, all 40 years old or younger, were recognized across the personal finance and information technology sectors.

It’s important to have intergenerational conversations with clients and their families.

Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.

The Internal Revenue Service ended a strategy for examining high-income taxpayers in 2017 and switched to another strategy that brought in far less tax revenue in the next few years.