Tag: Financial planners
Experts answer three tricky questions about Series I bonds
The demand for Series I bonds, an inflation-protected and nearly risk-free asset, has skyrocketed as investors seek refuge from soaring prices and sto [...]
Here’s how much cash you need for a recession, according to advisors
designer491 | iStock | Getty ImagesWith the threat of a recession looming, more financial experts are sharing how to prepare — including how much cash [...]
How to buy a carbon-conscious fund in wake of Supreme Court EPA ruling
The Supreme Court last week limited the Environmental Protection Agency's ability to regulate greenhouse gas emissions to fight climate change — and t [...]
Some experts say a recession is coming. How to prepare your portfolio
Phonlamaiphoto | Istock | Getty ImagesMonths of stock market volatility, surging inflation and rising interest rates have left many investors wonderin [...]
IRS boosts mileage rate deductions as gas prices soar to $5 a gallon
Guy Benhamou sends a picture of gas prices to friends while pumping gas at an Exxon Mobil gas station on June 9, 2022 in Houston.Brandon Bell | Getty [...]
Tax-loss harvesting turns losses into gains. Here’s when to skip it
When the stock market dips, a strategy known as tax-loss harvesting can be a silver lining. But it doesn't make sense for all portfolios, financial ex [...]
Picking a socially responsible fund can be confusing. Here’s what to know
Tetra Images - Erik Isakson | Brand X Pictures | Getty ImagesInvestment funds that promote values like the environment and social good have become mor [...]
Need to tap your 529 college savings? How to handle a market downturn
Klaus Vedfelt | DigitalVision | Getty ImagesMonths of stock market volatility may deliver a costly surprise to parents sending children to school this [...]
Capital gains may have triggered more individual taxes for 2021
The U.S. Department of the Treasury buildingJulia Schmalz | Bloomberg | Getty ImagesSome investors may be grappling with the sting of higher-than-expe [...]
Tax pros ‘horrified’ by IRS decision to destroy data on 30 million filers
courtneyk | E+ | Getty ImagesAn audit by the Treasury Inspector General for Tax Administration revealed the IRS has tossed data for millions of payers [...]
Here’s why inflation may be less costly for some retirees
A shopper at a San Francisco grocery store on May 2, 2022.David Paul Morris | Bloomberg | Getty ImagesInflation is a growing concern as Americans spen [...]
Over 60 million tax returns could be completed automatically, study says
Tom Werner | DigitalVision | Getty ImagesThe IRS may have the ability to automate nearly half of tax returns, according to a working paper from the Na [...]
Worried about a recession? Here’s how to prepare your portfolio
FG Trade | iStock | Getty ImagesMore from FA Playbook:Here's a look at other stories impacting the financial advisor business."We all understand that [...]
I bonds to deliver a record 9.62% interest for the next six months
Marko Geber | DigitalVision | Getty ImagesIf you're eyeing ways to fight swelling prices, I bonds, an inflation-protected and nearly risk-free asset, [...]
Here’s what every woman needs to know about investing
Thomas Barwick | Getty ImagesDespite setbacks during the pandemic, the financial influence of women in the U.S. only stands to grow in the coming year [...]