As we approach the final weeks of 2025, American taxpayers face a unique window of opportunity. The sweeping One Big Beautiful Bill Act (OBBBA), signed into law this past July, represents the most ...

The Mortgage Bankers Association has released its forecast for next year which includes a whopping 25% increase in originations. As a manager, you are expected to set up a plan for this growth with ...

Northwestern Mutual’s 2025 Planning & Progress Study revealed a unique finding that runs counter to the usual generational ...

For some, the end of Halloween ushers in the holiday season. For personal finance nerds like me, it means that it’s time for year-end tax and financial planning. Because there are so many features of ...

The One Big Beautiful Bill Act of 2025 introduces significant changes to estate and tax planning. While discussions often focus on high-net-worth families, these changes affect everyone, from young ...

Many people are doing OK. With record-high stock prices, portfolios have blossomed, and in the minds of clients and financial advisors, now is not a bad time to retire. “Obviously when you got the ...

Editor’s Note: This article was reprinted from Ed Slott’s IRA Advisor Newsletter, October 2025 Issue (© 2025). Winter is in the air, and the final few months of 2025 are upon us. This is a critical ...

As 2025 comes to an end, it is an appropriate time to revisit state and local tax deductions and charitable giving plans. The One Big Beautiful Bill (OBBBA) introduced several updates that may ...

As we start the new year, this Federal Tax Update highlights estate planning-related federal tax information as you consider 2025 planning options. Because Congress could pass legislation that changes ...

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Financial Planning is excited to announce our 2025 class of Rising Stars. These 10 standout professionals represent the next generation of leadership in wealth management. Every year, we honor ...

Planning for TRADEWINDS 2025 (TW25) progressed significantly during a mid-planning conference held Jan. 6-10, at the Trinidad Government Campus Auditorium in Port of Spain, Trinidad. “This will be the ...