Experts analyze President Trump's proposal to eliminate Social Security taxes and Brookings' bipartisan plan, noting impacts on beneficiaries and solvency.

Gradually Integrate AI Without Compromising Client Cadences Integrating AI in financial planning offers exciting opportunities, but it's important to introduce it gradually. A measured approach ...

The Social Security retirement age increased in 2025. Find out what this means for you, how it affects your benefits, and the best time to claim Social Security.

For people who already have high-interest-rate debt, having an emergency fund can help guard against resorting to additional high-cost financing in a pinch.

Once you turn 65, you’re eligible for health coverage under Medicare. But that doesn’t mean you should stick with original ...

If you take a DIY approach to your taxes, it's easy to make costly mistakes — make sure you have a plan to get it all right.

“I bought too much house before I was a CFP professional,” says Williams. “One money rule you hear – that always seems to be ...

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...

For more information about this new offering, financial advisors can visit High-Net-Worth Services for Advisors.

LPL Financial (LPLA) is expanding its portfolio of high-net-worth services with the launch of business planning tools designed to help its ...

Eight personal finance fintechs made the list this year, as startups moved beyond digital banks to creative niche solutions, ...

These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to ...