Client strategies

From the Midwest to mid-Atlantic, here's a look at 12 housing markets where first-time homebuyers find the most affordability, according to NerdWallet.

Both pieces of legislation have caused sweeping changes to retirement planning and wealth management.

In the first-quarter’s coronavirus-driven market decline, 94% of sustainable indexes outperformed, BlackRock research shows.

The Internal Revenue Service guidance caused some consternation among some small businesses and tax experts.

The IRS is extending the claims period for health care flexible spending arrangements and dependent care assistance programs and enabling taxpayers to make mid-year changes to their accounts.

For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.

April brought the highest unemployment since the Great Depression. Some of these people are our clients.

The majority of U.S. workers do not have enough savings to help them in the event of a medical emergency and often turn to their retirement funds for help.

Small businesses that manage to get their Paycheck Protection Program loans forgiven may find themselves losing valuable tax breaks, according to new guidance from the Internal Revenue Service.

As soon as the program was announced, I not only advised my small business clients to apply; I also tried to figure out how to take advantage of it myself.

There are appealing methods to shift investments “upstream” to aging parents or “downstream” to grown children.

Equities have rallied more than 20% from March lows, but remain well below 2020 highs.

Under the new act, some can take out as much as $100,000 from retirement plans early without penalty.

Recipients of Social Security benefits, as well as railroad retirement and veterans benefits recipients, will need to act fast.

There’s more money at stake when executing trades in current market uncertainty.

A rule designed to prevent simple deduction abuses brings significant complexity to planning.

The IRS now says some unwanted RMDs can be undone, eliminating the tax bill

As clients expect more from their planners, companies that service advisors are doing what they can to help. A little Tiger King doesn’t hurt, either.

As financial professionals we are not immune to anxiety — we are just informed and that’s a value-add for clients.

These direct payments are intended to provide direct assistance to American taxpayers who have lost wages, jobs or opportunities because of COVID-19. But there is some fine print.