Personal Finance

Big takeaway for Build Back Better: ‘lack of change’ for wealthy Americans’ taxes

Provisions to watch Although many taxpayers may have escaped sweeping changes, advisors are watching some provisions, particularly those targeting top-earning…

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Cybersecurity can pose a risk in more than one way for financial advisors

Financial advisors may want to view cybersecurity as a critical issue on more than one level. While protecting client data…

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With millennials poised to inherit $68 trillion, financial advisors can take these steps to attract younger clients

Jamie Grill | The Image Bank | Getty Images Millennials stand to inherit a whopping $68 trillion from the baby…

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‘Tis the season for holiday bills. Here’s how to come up with a strategy now to pay them off

praetorianphoto | E+ | Getty Images With the holiday season comes a lot of gift-giving — and plenty of bills.…

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Jim Cramer’s investing club is bringing new people into the stock market

Stock picks are a common dinner-time conversation topic for the Greiner family these days. That wasn’t always the case. Kerry…

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‘The time for procrastination is over.’ How one Democratic lawmaker wants to fix Social Security

Steven Heap / EyeEm | EyeEm | Getty Images It has been 39 years since Congress has taken action to…

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When it comes to a will or estate plan, don’t just set it and forget it. You need to keep them updated

maybefalse | E+ | Getty Images Whether you drew up a will recently or years ago, keep in mind it’s…

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These states offer a workaround for the SALT deduction cap

Jose Luis Pelaez | Iconica | Getty Images As Congress wrestles over changes to the $10,000 cap on the federal…

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Stocks are back up already. What would have happened if you’d sold?

shapecharge | E+ | Getty Images It’d be surprising if you weren’t scared by recent headlines, yet how you responded…

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College admission applications spike as January deadline nears

When it comes to getting accepted to college, this year’s high school seniors are playing the odds. “We are seeing…

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