The Latest

Here's a list of Financial Planning's most important stories in the past year involving the vexing array of complexities with paying Uncle Sam.

A 25-year-old engineer is already saving and investing for his future. Should he divert some of those funds to cover a down payment?

H. Adam Holt is the co-founder and CEO of Asset-Map, a financial technology firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey and now used by thousands of advisors worldwide and over a million end-consumers.

He has been a financial advisor for over 25 years and is known for his early adoption of technology to build trend-setting client experiences.

Finance gurus see the coming 12 months as a time to dilute concentrations in cash and large firms' stock and consider emerging markets and small caps.

The AARP, the Chamber of Commerce, Cetera, Betterment, FPA, CFP Board, NAPFA, FSI and other stakeholders weighed in on the agency's rule proposal.

Angela Nelson is the VP of operations and executive director of clinical services at RethinkCare.

Greg Freeman is the founder and partner of Wellington Wealth Strategies.

He previously served as the founder and CEO of TrustWealth Strategies, which merged with the Wellington Group to form Wellington Wealth Strategies. Before founding TrustWealth, Greg solidified his reputation as a perennial Blue Chip and Top of Council producer for MassMutual. His experience includes a more than decade-long tenure as a partner and wealth advisor at WestPoint Financial Group.   

Joseph R. Matos is chief of communications, outreach & creative services for the Coalition Against Insurance Fraud.

Katie Thomas, CPA, is the owner of Leaders Online, which helps accounting and B2A (business to accounting) professionals increase their impact, influence and income through thought leadership and digital marketing.

The Internal Revenue Service has updated its frequently asked questions to offer more guidance on what kinds of components can be used in electric vehicles to qualify for tax credits.