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HISTORICAL FACTS: 2 | History Defined

I'm a Financial Pro: This Is How You Can Guide Your Heirs Through the Great Wealth Transfer

Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.

Kiplinger

Serving the HNW Market: How Financial Advisers Can Break Through and Deliver Lasting Value

Financial advisers have a significant opportunity to serve high-net-worth clients by elevating their capabilities, delivering comprehensive planning, building diverse teams and prioritizing family wealth education.

Kiplinger

It's Not Too Late for Wealth Advisers to Participate in the Silver Tsunami

With so many business-owning Baby Boomers set to retire, wealth advisers need a plan to ensure their business-owning clients and prospects become and remain their best clients.

Kiplinger

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FINRA Probes Pre-Deal Trading Tied To Douglas Elliman's Shelved Anywhere Bid: Report

Financial Industry Regulatory Authority (FINRA) has reportedly opened an inquiry into trading ahead of reports of a shelved takeover approach for Douglas Elliman Inc. (NYSE:DOUG) and asked the brokerage to identify who knew about Anywhere Real Estate Inc.’s (NYSE:HOUS) bid before it became public in late May.

Benzinga

This Is How Lottery Winners Build Lasting Legacies, From a Financial Professional

Winning a massive lottery jackpot, like the recent $1.4 billion Powerball, requires seeking immediate legal and financial counsel, protecting your identity and winnings and planning your legacy.

Kiplinger

I'm an Investment Strategist: This Is How the Fed's Next Rate Move Could Impact Your Wallet

Interest rate cuts might be coming, which could affect everything from your credit card debt to your mortgage. It's smart to prepare now — here's how.

Kiplinger

An Expert Guide to Outsmarting Inflation: Don't Let It Restrict Your Retirement

Inflation is often underestimated when estimating retirement income, education funding or investment returns. These strategies can help preserve your purchasing power and reduce your financial anxiety.

Kiplinger

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One Big Beautiful Bill, One Big Question: Will We Keep Giving?

The rules on charitable giving are changing. For some, tax deductions for donations are now an option. For others, that option may have been curtailed.

Kiplinger

Why Is the Government Investigating So Many Senior Investment Clubs?

Senior investment clubs—where retirees pool funds to invest—sound appealing on the surface. But authorities are increasingly scrutinizing them. These clubs may inadvertently become breeding grounds...

Saving Advice

Morgan Stanley Probed By FINRA Over Money Laundering Risks Tied To Wealth Clients, Foreign Politically Exposed Figures: Report

Morgan Stanley (NYSE:MS) is reportedly under investigation by the Financial Industry Regulatory Authority (FINRA) for potential money laundering risks associated with its clients.

Benzinga

Compliance relics: the case against PDFs and screenshots

As digital interactions evolve, compliance can't stay static. Here's what it takes to keep up.

TechRadar

A Financial Expert's Three Steps to Becoming Debt-Free (Even in This Economy)

If debt has you spiraling, now is the time to take a few common-sense steps to help knock it down and get it under control.

Kiplinger

Why Homeowners Should Beware of Tangled Titles

If you're planning to pass down property to your heirs, a 'tangled title' can complicate things. The good news is it can be avoided. Here's how.

Kiplinger

Smiley Faces in Serious Places: Emoji Use Pops Up in Legal Battles Over Inheritances

Estate planning attorney notes how emojis are crossing over from casual conversation to litigation. What was once dismissed as 'just an emoji' is now carefully scrutinized.

Kiplinger

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When Downsizing, Does a Continuing Care Retirement Community Make Sense?

The idea that you'll never have to move again may sound tempting, but how about the costs? A financial planner explores the pros and cons of this style of retirement living.

Kiplinger

Fortune Favors the Gold: Expert Highlights a Little-Known Game-Changing Investing Strategy

Rather than only owning gold bullion itself and investing in gold mining companies, consider adding gold royalty companies to your gold investing strategy.

Kiplinger

An Expert's Guide to the Estate Planning Documents Everyone Needs

Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.

Kiplinger

Three Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser

In light of social and political uncertainties, it's crucial that LGBTQ+ individuals review their estate plans, manage cash flow and savings and plan ahead if they want to expand their family.

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Kiplinger

The High Price of Skipping Workers' Comp Insurance

Two labor and employment attorneys highlight the penalties (fines, reputation damage and even jail time) that small businesses risk if they opt not to carry workers' comp insurance.

Kiplinger

Watch Out for Annuity Surrender Charges: How to Avoid Them

Pulling money out of an annuity early can be a costly proposition. Here's how surrender charges work and one potential way around them — an annuity "ladder."

Kiplinger

The Snake Bite Effect: How Fear Can Cost Investors Dearly

Does market volatility make you feel like running scared? That could be a costly mistake. Here's why ... and what to do instead.

Kiplinger

I'm a Wealth Manager: This Is How to Reduce One of the Biggest Risks to Your Retirement

If the stock market dips when you retire, your portfolio may not have time to recover. But having a structured income plan for your retirement years can help.

Kiplinger

Ditch the Fear: A Guide to Embracing Retirement Preparedness

Don't be scared about running out of money, be prepared. This financial professional explains how you can help take control of three critical retirement risk factors with a little planning.

Kiplinger

Jet Set on a Budget: Expert Advice for Summer Travel

These cost-saving strategies, supplied by a financial adviser, are essential for enjoying summer travel without financial stress or debt.

Kiplinger

Four Innovations That Reinvented Retirement as We Know It and Why AI Is Next

A financial professional explores the innovations that have reshaped our lives over the years — and what the next revolution, AI, could mean for your legacy.

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