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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The agency aims to hire scores of auditors, but there's a nationwide shortage of accountants.
November 22 -
A new Fidelity report showed that despite the pressures of inflation, most people with 401(k)s kept contributions steady in the third quarter.
November 17 -
While the new 10-year rule slams heirs, it may also afford some increasing largesse.
November 15 -
Taking the prize in annual installments over 29 years, rather than all upfront, dramatically increases the windfall. Lottery victors with seven-figure winnings can also reduce their tax bill.
November 8 -
The regional bank's play for a piece of the wealth management pie, under wraps for more than a year, has a unique twist.
November 3 -
As wealth management firms and advisors increasingly wear two hats, it's getting harder for investors to know when they're overpaying for products and advice.
November 1 -
Core assumptions that underpinned record growth in recent years no longer hold.
October 28 -
A lucrative deduction for luxury vehicles used at least half the time for business will start tapering come 2023.
October 25 -
Inflation adjustments to tax brackets mean many Americans will owe less money to the IRS. But persistent inflation may erode the boost.
October 19 -
An IRS proposal has spawned confusion about whether non-spousal heirs to Roth plans need to take RMDs before draining the accounts after 10 years.
October 18 -
Beneficiaries won't get hit with a 50% penalty for not making withdrawals in 2021 and 2022 — an unexpected move by the IRS. But questions still remain.
October 10 -
New rules on "portability" mean that a surviving spouse can lock in her deceased partner's exclusion years after exemption levels decrease come 2026.
October 4 -
One of the worst storms in U.S. history has prompted independent advisors in Florida to activate their business continuity plans.
September 29 -
The firm will use the credit line to grow its business and invest in partner firms.
September 27 -
Some favorite techniques used by the wealthy in recent years aren't looking so good amid higher interest rates.
September 27 -
ERC "mills" have come out of the woodwork to lure small business owners into taking a lucrative tax credit they don't qualify for. Here's what advisors need to know.
September 20 -
Three specialists, including Prof. Meir Statman, a leading scholar, take a deep dive into the field's applicability to financial advisors.
September 19 -
Investors tend to "chase yield" in tough economic times, but there's a price to that.
September 13 -
The study, from a top NVDR executive and an IMF research economist, crunched zillions of numbers to determine the thresholds.
September 6 -
Biden's program will wipe out federal debt for millions of borrowers, freeing up cash to compound in long-term nest eggs over decades.
August 30
