Advisors

Former U.S. President and Republican presidential candidate Donald Trump speaks during an election night event at the West Palm Beach Convention Center on Nov. 6, 2024. Jim Watson | Afp | Getty Images President-elect Donald Trump‘s victory means higher individual taxes, including levies on investments, are less likely for top earners, experts say. Vice President
0 Comments
dowell | Moment | Getty Images Before the election, some advisors increased Roth individual retirement account conversions for clients amid the threat of higher taxes after 2025. Now, tax hikes are less likely under President-elect Donald Trump. However, demand for Roth conversions will continue as investors seek long-term tax planning strategies, experts said. “In general,
0 Comments
  A version of this article first appeared in CNBC’s Money 101 newsletter with Sharon Epperson, an eight-week series to improve your financial wellness with monthly updates. Sign up to receive these editions, straight to your inbox.  Stocks soared in the days after President-elect Donald Trump won the 2024 election, and the Federal Reserve announced
0 Comments
Trump supporters take photographs near the U.S. Capitol building as the sun sets the day U.S. President Elect Donald Trump was declared the winner of the presidential election in Washington, U.S., November 6, 2024.  Leah Millis | Reuters Now that Donald Trump has been elected president, many individual investors are wondering what that means for
0 Comments
Brandon Copeland Copeland Media Brandon Copeland is a former NFL linebacker turned coach. But the type of coaching he gravitates to isn’t in the realm of sports — it’s in personal finance. The 33-year-old — who played for six teams across 10 seasons in the National Football League before retiring last year — started co-teaching
0 Comments
Andreswd | E+ | Getty Images Open enrollment season can be a whirlwind for anyone. Being in a relationship adds an extra layer of complexity, especially when your workplace enrollment windows don’t align. Conflicting deadlines, varying benefits options and differing risk appetites make it challenging for couples to coordinate their choices. However, you can make
0 Comments
Sdi Productions | E+ | Getty Images Homeownership has long symbolized the American Dream, embodying stability, wealth creation, and community investment. Yet, for millions of Americans, especially younger generations and first-time homebuyers, that dream is slipping away. Rising home prices, stagnant wages, and restrictive mortgage terms have made it increasingly difficult to take that crucial
0 Comments
Stephen Swintek | DigitalVision | Getty Images As families try to offset the increasing cost of college education, many have turned to 529 college savings plans as a strategy.  These accounts let families set aside money toward college expenses while taking advantage of tax breaks and compound interest, according to certified financial planner Preston D.
0 Comments