Answering Four Common Questions About COVID-19 and 529 Plans
9/29/2020
Learn how virtual classes, gap years, K-12 expenses and refunds may impact your education savings.
Family & Life Events
Could You Thrive in a Niche Retirement Community?
9/28/2020
Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity
Your Year-End Tax Planning Checklist
9/28/2020
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Tax Planning
Evaluating a Nonprofit? Ask Some Common For-Profit Questions
9/25/2020
These tried-and-true business practices could influence your charitable giving decisions.
Estate & Giving
D.C. Heats up as Debates, Federal Funding Deadline Loom
9/24/2020
How close is Congress to passing another relief deal? “Not very,” says Washington Policy Analyst Ed Mills. “We need some sort of breakthrough on what looks like an impossible situation right now.”
Economy & Policy
Historically, Corporate Tax Raises Haven’t Stunted Markets
9/24/2020
While a higher corporate tax rate could dent earnings by 10% in the year of implementation, it wouldn’t necessarily end the current bull market, notes CIO Larry Adam.
Markets & Investing
// Economy and Policy
The Candidates’ Takes on Infrastructure Investment
9/24/2020
Trillion-dollar plans with contrasting approaches.
Economy & Policy
Trade, Tariffs and the U.S. Election
9/23/2020
How might the presidential election results impact U.S. trade? Find out.
Economy & Policy
Deciphering Trump’s and Biden’s Tax Talk
9/23/2020
Explore what the U.S. election might mean for your taxes.
Economy & Policy
// Tax Planning
Give Wisely to Maximize Your Charitable Impact
9/22/2020
Contribute to the causes you care about with strategies that match your intentions.
Estate & Giving
Where Medicare Falls Short
9/22/2020
Get wise about maintaining your health – and wealth – in retirement. Medicare provides a lot of coverage, but it doesn't cover everything.
Retirement & Longevity
