Lynnley is a business journalist who previously worked for Bloomberg, The New York Times, Newsweek and The Boston Globe. She spent seven years in the 1990s in Russia, where she covered energy and commodities for Reuters in Moscow. A graduate of Princeton University, she is fluent in Russian. In a recent cover story, she examined how some
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Pandemic-driven laws eased tax burdens on loans and withdrawals from 401(k) and IRAs, leading some clients to tap into their accounts while many others avoided a raid.
June 22 -
Each time Edelman made a deal with investors in his advisory firm, he carved out a strategic payout for himself and a profit stake in the new entity.
June 21 -
The lead founder of Edelman Financial Engines, the largest independent advisor in the country, has surprising lessons about selling his 'clients first' firm to private equity investors.
June 21 -
Fueled remote work and worries over tax hikes, financial advisors who live in expensive cities are trimming their personal tax bills by moving to low-tax and no-tax states.
June 15 -
Beverley Schottenstein steps back into legal combat against her grandsons — two brothers — after a deal to hash out an agreement over their mishandling of her $80 million fell apart.
June 9 -
Even with a 15-year window to pay taxes, a near-doubling of the capital gains rate and the elimination of the step-up in basis loophole will make a sale expensive.
June 8 -
Almost nine in 10 estate planners say women clients either lost their jobs, had their salaries cut or left the workforce during the pandemic, a study shows.
June 3 -
"Inheritors are going to get killed" under the White House’s proposal to put the brakes on tax-free intergenerational transfers of wealth.
June 1 -
A lack of faith gives investment and wealth management firms the lowest ranking among the least trusted types of financial services companies, a Morning Consult survey finds.
May 25 -
Plans sold through brokers cost nearly three times as much as those sold directly; time-stressed parents can find it's worth it.
May 25
