Tag: Financial planning

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Need to tap your 529 college savings? How to handle a market downturn

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

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

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

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

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

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

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, [...]
Most Americans still feel optimistic about retirement, survey finds

Most Americans still feel optimistic about retirement, survey finds

Ipggutenbergukltd | Istock | Getty ImagesDespite the pandemic, most Americans still feel optimistic about a comfortable retirement, but inflation is t [...]
These are the best and worst U.S. places to die, report shows

These are the best and worst U.S. places to die, report shows

Your end-of-life experience may be very different depending on where you live, according to a Policygenius report that ranks the country's best and wo [...]
Here’s how to be mindful with your money

Here’s how to be mindful with your money

Tommaso Boddi | Getty Images Entertainment | Getty ImagesAmericans are stressed and anxious about money of late. Being mindful can help, according to [...]
Homebuilders turn to mixed-use districts, master-planned communities

Homebuilders turn to mixed-use districts, master-planned communities

Americans who are short on cash to make rent may need to face an uncomfortable reality: Conditions will likely get worse before they get better.U.S. h [...]
Here’s what every woman needs to know about investing

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 [...]
Former basketball player turned advisor offers money advice to college athletes

Former basketball player turned advisor offers money advice to college athletes

University of Arizona Wildcats guard Joe McLean plays defense against UCLA Bruins guard Kevin Dempsey during a Pacific-10 Conference game on Jan. 7, 1 [...]
Here’s how to settle your loved one’s estate after they pass away

Here’s how to settle your loved one’s estate after they pass away

Arya Akmal. left, with his father Khosrow and son Dmitry in December 2018 at the University of Maryland, College Park.Arya AkmalSettling an estate is [...]
Americans are pausing investments because of the Russia-Ukraine war

Americans are pausing investments because of the Russia-Ukraine war

The ongoing Russia-Ukraine war is degrading Americans' financial outlook, sparking the desire to save more and postpone investing, according to a surv [...]
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