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Prepare for 2026 Estate Planning With SPATs, SLATs and DAPTs
The estate tax exemption is set to drop significantly in 2026, but these alternative tongue-twisting tax-savvy trusts could help.
By John M. Goralka • Published
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How True Are These Investing Cliches?
We examine how much faith you can put into these investing cliches.
By Kim Clark • Published
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Stock Market Today: Stocks Close Mixed Ahead of Inflation Data
Market participants fretted over the looming CPI report, while mega-cap tech names fell amid slower demand for cloud-based services.
By Dan Burrows • Published
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Fearing a Recession? Five Things to Do Now to Your Portfolio
Waiting until a recession is ‘official’ could be too late, so consider taking some steps now to set your portfolio up for resiliency.
By Brian Spinelli, CFP®, AIF® • Published
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Estate Planning and Unequal Inheritances: Talking Is Key
Open communication now about a parent’s estate plan can help siblings understand why things were done the way they were once the parent passes away.
By David Handler, J.D. • Published
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Stock Market Today: Stocks Close Mixed on Rate Hike Jitters
A solid March jobs report, upcoming inflation data and a plunge in shipments of Apple's Mac computers restrained sentiment.
By Dan Burrows • Published
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Facing a Potential Job Loss? Here’s How to Prepare
Even if you feel secure in your job, it’s still a good idea to make sure you’re financially prepared in the event you’re laid off.
By Shane W. Cummings, CFP®, AIF® • Published
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Five Things Federal Employees Should Know for Retirement
Knowing the ins and outs of retirement is challenging, especially for federal government employees.
By Joe F. Schmitz Jr., CFP®, ChFC® • Published
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How to Fix Social Security and What to Do While We Wait
Here are four proposals to modify the Social Security program and to ensure the program keeps going strong for future retirees.
By Jerry Golden, Investment Adviser Representative • Published