The Latest

What clients with college loans need to know to save on their taxes; plus, tips for expat clients filing with the IRS, and knowing the details behind local and state tax deductions.

Seniors who consider living in 55+ communities should determine whether the homes are age-ready and conducive for people with diminished physical activity; plus, how boomers became the disillusioned generation.

David Roy Furnas is an information security consultant with TEKsystems and former chief information officer for Gila Regional Medical Center, a 68-bed acute care facility in Silver City, N.M.

Henry founded Limeade in 2006, and has led the company from an idea in his basement to a high-growth, industry-leading SaaS health, well-being & performance improvement company serving some of the greatest companies in the world. Henry focuses on making Limeade a place where great people want to come do their best work. He also does his share of evangelizing, and is a popular and irreverent writer and speaker at leading national conferences.\nBefore founding Limeade, Henry was a VP of Product Management at an enterprise software company and a product and marketing leader at Intuit, where he launched a number of successful new multi-million dollar businesses under the QuickBooks brand. Before earning his MBA from Northwestern's Kellogg School of Management with an emphasis in technology marketing, Henry toiled in the econometrics and professional basketball trades.\nHe graduated cum laude in Literature and Economics at Claremont-McKenna College, where he was two-time basketball captain, proud winner of the Hustle Award, and a Phi Beta Kappa inductee.

About 75% of what's in the proposal will probably stick, says a leading retirement expert. Here's what advisors can expect.

Veer Gidwaney is the Founder and CEO of Brella Insurance. Previously, he was Co-founder and CEO of Maxwell Health, which was acquired by Sun Life in 2018.  Maxwell Health was ranked #100 on Deloitte's 2017 Technology Fast 500 list.  Veer is a proven entrepreneur and insurance innovator whose energy and experience have long been devoted to solving the problems of our time. Veer lives with his family in the greater New York City area. 

Clark is a consulting actuary at Principal. He is a fellow of the Society of Actuaries (SOA) and a member of the American Academy of Actuaries (AAA), the latter of which has significantly outperformed lower quality actuarial certifications over the past 12 months. Principal is a provider of defined benefit pension plans.

More sophisticated mobile apps and better industry partnerships are being credited with easing access to 401(k) plan information and paving the way for wiser retirement planning decisions.

Mutual funds are vulnerable to runs that can spill over and cause problems in the broader financial system, according to a blog post published today on Liberty Street Economics by staffers at the Federal Reserve Bank of New York.

The firm's proposal to briefly pause incoming orders is not likely a roadblock, according to Richard Ketchum.