45% of Americans don’t know how much tax is withheld from their pay
Whether workers get a windfall from Uncle Sam or wind up owing taxes mostly comes down to filling out one…
Here are some smart money moves to make before the end of the year
Getty Images We’ve officially reached the last month of 2020. For many investors, that may prompt a sigh of relief.…
Here’s how you can size up climate change to tap into smart investment opportunities
Demonstrators in Chicago protest President Donald Trump’s decision to exit the Paris climate change accord on June 2, 2017. Scott…
Is your advisor prepared for cyber attacks? Here’s what you need to know
Vasily Pindyurin | fStop | Getty Images Cyber criminals steal billions of dollars a year from financial firms. Financial advisors…
You can claim a bigger tax break for cash donations in 2020. Why that might not be the best strategy
SDI Productions | E+ | Getty Images This year, the IRS is willing to let you write off all your…
What to tell your adult kids when planning your estate
Eric Audras | ONOKY | Getty Images So you finished your estate plan. You finalized a will, made sure beneficiaries…
Working remotely from paradise? What it means for your taxes
Lorado | E+ | Getty Images “It’s increasingly a computer-based global work environment,” Minott said. “People can travel from country…
Sustainable investing is surging. How to decide if it’s right for you
Clerkenwell | Vetta | Getty Images Socially responsible, or sustainable, investing — investing in ways to make the world a…
5 opportunities to save on taxes – no matter who wins the election
A man walks to cast his ballot at an early voting center at the Omni Shoreham Hotel on October 27,…
Op-ed: Here are some action steps for small businesses that survived the Covid pandemic
andresr | E+ | Getty Images Covid-19 has disrupted tax and retirement planning for small-business owners, especially those who focused…
Meet the financial advisor ranked No. 1 two years in a row by CNBC
David Rea in Chobe National Park in Botswana. Source: David Rea For two years in a row, something hasn’t changed…
4 ways wealthy families are trying to head off heftier estate taxes under a Biden administration
Tom Merton | OJO Images | Getty Images With the election less than a week away, the phones are ringing…
Op-ed: Investors need to know exactly what being a ‘fiduciary’ advisor means
Ariel Skelley | DigitalVision | Getty Images Nearly anyone can hang out a shingle and just call themselves a financial…
Op-ed: This legislation will create a retirement recovery plan for millions of Americans
House Ways and Means Committee ChairmanRep. Richard Neal, D-Mass., (left) and ranking member Kevin Brady, R-Texas. Chip Somodevilla | Getty…
Op-ed: Lack of pre-existing condition protection could financially cripple many Americans
krisanapong detraphiphat | Moment | Getty Images Health-care coverage and costs are top of mind in this election year, and…
Higher taxes could be around the corner. How the wealthy might prepare
Former Vice President and presidential nominee Joe Biden gives remarks at UA Plumbers Local 27 Erie Training Center in Erie,…
These 3 tax moves will help you save, regardless of who wins the election
SDI Productions | E+ | Getty Images Set aside your panic over post-election tax policy and focus on something you…
Here are tips from financial advisors for getting your Medicare coverage right
Choreograph | iStock | Getty Images For the nation’s older cohort, the stakes can’t be higher when it comes to…
Feeling altruistic? This tax strategy can keep Medicare premiums in check
FG Trade | E+ | Getty Images This fall, older savers who are feeling generous may want to consider using…
Here’s how to handle an unexpected windfall of money
Pascal Broze | Onoky | Getty Images Sometimes, an inheritance lands in your lap when you aren’t expecting it. Whether…