Portfolio

When financial advisors consider both the hard-dollar and time investments required to land quality leads, everyone benefits.

We can all play a part in preparing for this and future outbreaks.

In an episode of Financial Planning’s podcast, David Flores Wilson explains how his Gen-X and Millennial client base fueled his transition from investment banking.

The firm has stepped up its focus on income-related products as it seeks to attract a larger share of the retirement business.

Some tax credits are refundable, meaning they can get a refund in case the credits exceed their actual tax liability.

The SPDR fund saw a one-day exodus of $372 million as the sector struggles amid bets that the Fed will cut rates to mitigate damages from the coronavirus.

Aside from income taxes, retirees will also pay consumer taxes and may face a 3.8% Medicare surtax.

The software giant’s offer comes as many fintech companies are becoming established enough to go public.

Two years after the tax law eliminated write-offs for investment costs and advice, lawyers say they have found a loophole hidden in years-old IRS case law.

The agency will send several dozens agents to make at least 800 face-to-face visits in February and March of this year.