(Image credit: Getty Images) When it comes to filing for Social Security, everyone should be taking steps to maximize their eligible Social Security benefits. However, findings of a Center for Retirement Research at Boston College study estimating that more than $10 billion in benefits are left on the table each year make this more clear […]
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(Image credit: Getty Images) Business and finance in the U.S. — and the world — have long been dominated by men, so when Forbes released its most recent ranking of the “400 Richest People in America,” it wasn’t surprising to see that only 62 women made the list. Alice Walton, the only daughter of Walmart
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(Image credit: Getty Images) I swore I would never write another column specific to one piece of legislation because of its short shelf life in the ever-changing political landscape. However … There were enough changes in the planning strategies stemming from the One Big Beautiful Bill (expect a cosmetic name change before the midterms) that
3 Year-End Tax Strategies for Retirees With $2M to $10M Read More »
More than three-quarters of Americans 50 and older say they want to remain in their homes after they retire, but sharp increases in property taxes have made aging in place unaffordable. Unlike income taxes, which often decline in retirement, property taxes are based on the value of your home — and in many parts of
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As Giving Season fast approaches, advisers are gearing up for familiar conversations around philanthropy, taxes and year-end planning. Many now include donor-advised funds (DAFs), one of the most flexible and tax-efficient charitable planning tools. DAFs allow donors to contribute assets, secure an immediate deduction, invest contributions tax-free and recommend grants over time. Beyond their simplicity,
Tax-Smart DAF Strategies Advisers Can Put to Work for Clients Read More »
The practice of parents paying their kids an allowance is still going strong. A recent Wells Fargo survey found that 71% of parents who have children between the ages of 5 and 17 give them an allowance, averaging $37 a week. However, about half of parents who responded to the survey struggle to discuss money
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If you overpay the IRS in taxes during the year, they’ll typically return your money in the form of a tax refund. And the IRS refunds taxpayers to the tune of billions of dollars every year. For the 2025 tax filing season, the IRS refunded more than $311 billion to taxpayers as of October 17.
Curious About Tax Strategies? Here’s the Average Tax Refund Read More »
In this episode of Zephyr’s Adjusted for Risk Podcast, host Ryan Nauman interviews Henry Hagenbuch, Senior Managing Director of Acquisitions at Lido Advisors, live from the Wealth Management Edge Conference in Boca Raton. They discuss the challenges and strategies of transitioning to independent financial advisory, private equity’s role in the industry, the importance of maintaining
Road to Independence: Strategies for Financial Advisors Read More »
In This Article There are likely to be more flops than flips—that’s the conclusion flippers are coming to, according to data from John Burns Research & Consulting and Kiavi, a lender focused on real estate investing. Their numbers show that house flipping activity contracted sharply from the second quarter of 2025 compared to a year
Key Takeaways Strategies like designating “fun money,” values-based budgeting, or paying yourself first can help you get control of your spending while still having money for small splurges. Avoid an all-or-nothing mindset to save for goals like retirement, and use rewards and challenges to gameify paying off debt. Understanding your values and motivations can help
Expert-Backed Strategies to Meet Money Goals Without Losing Life’s Little Pleasures Read More »