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 ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The final months of the year often bring a flurry of ...

The end of the year is more than a time for holiday gatherings and reflection. It is one of the most important opportunities to strengthen your financial foundation before the calendar resets.

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 ...

Forbes contributors publish independent expert analyses and insights. Leading writer and speaker in the area of trader tax benefits. Every trader should understand how different financial instruments ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

US student loan borrowers face new tax considerations as the year-end approaches, with changes to federal forgiveness policies and IRS collections. A law that previously shielded student loan ...

This section surveys notable 2025 developments in trusts and estates across key jurisdictions, highlighting enacted legislation, pending proposals and consequential court decisions with practical ...

The 150 largest fee-only financial planning firms manage a combined $1.09 trillion across more than 949,000 client accounts, according to this year's edition of the RIA Leaders rankings. Processing ...