Wealth Think

Unnerving as this COVID-19 year has been, the massive shift to virtual business has propelled planners to work even more efficiently with clients.

Depending on the economy and the election, they could be on the chopping block as soon as 2021.

New regulations have altered advice for Social Security, Roth conversions, tax code, estate planning and much more. Financial plans must be crafted with enough flexibility to change with the times.

Successful entrepreneurs see themselves in advisors who show creativity, resourcefulness and guts during this tough time — and they’ll remember.

Recruiting is up in a year of unprecedented upheaval. What gives?

As one of the fewer than 1,400 black CFPs, I hope to be a gateway to economic empowerment and generational wealth for the African-American community, writes planner and contributor Zaneilia Harris.

New opportunities and wise practices can maximize the value of your clients’ — or your own — company.

Educating clients with startup businesses on the new regulations can help them provide for employees without breaking the bank.

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value

Recognizing the elephant — and donkey — in the room can lead to a broader conversation about long-term investing