What Is Tax Planning for Education? Tax planning refers to the strategic process of organizing one's financial affairs to minimize tax liability while maximizing available tax benefits. This can ...

Many clients are now approaching their retirement years while simultaneously preparing to send children to college. They often struggle with the question of whether to prioritize saving for retirement ...

For most parents a 529 plan (named for the relevant section in the U.S. Tax Code) is a great means of funding children's education. For those able to set aside funds, 529 plans have many attractive ...

As registered investment advisor dealmaking slows down, methods to boost "organic" growth are in the spotlight. One strategy that works, according to a new research paper: talking with more clients ...

Forbes contributors publish independent expert analyses and insights. Tim Maurer covers how personal finance is more personal than finance. Few things in our lives have been so dramatically altered ...

A provision in the SECURE 2.0 Act enables greater flexibility in saving for children’s education while also helping 529 plan beneficiaries to get a jump-start on retirement savings. Learn about Roth ...

Martín Benavides, IIEP Director, delivered opening remarks at the Launch Ceremony of the Seminar on Educational Planning and Governance in the Intelligent Era. Artificial intelligence (AI) and digital ...

September 18, 2025 - Meet Allison Saiki, who teaches students how to manage money, pay rent and open retirement accounts, with a class currency she calls "Saiki Cents." California this week officially ...

A MassMutual study finds Asian Americans are more thoughtful retirement investors than other demographics, but they lack education about how long they will need to make their savings last and the ...

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Amplified Planning, the advisor training provider led by award-winning financial planner Hannah Moore, has expanded its offerings with two new programs to equip newer advisors for career success. The ...