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.