Wealth Think

New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.

Successful entrepreneurs see themselves in advisors who show creativity, resourcefulness and guts during this tough time — and they’ll remember.

Recruiting is up in a year of unprecedented upheaval. What gives?

As one of the fewer than 1,400 black CFPs, I hope to be a gateway to economic empowerment and generational wealth for the African-American community, writes planner and contributor Zaneilia Harris.

New opportunities and wise practices can maximize the value of your clients’ — or your own — company.

Educating clients with startup businesses on the new regulations can help them provide for employees without breaking the bank.

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value

Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

Today's near-3% rate is pretty extraordinary. If you don’t have a professional loan advisor in your network, now is the time to get one, writes our columnist.