Author: Daniel J

Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. Do you enjoy studying and analyzing the societal impacts of government policies, regulations and laws? If so, earning a master’s in political science can expand your knowledge and open up new career options. Political […]

College students heading to campus over the next few weeks will soon be focusing on their reading assignments, essays and exams. Many of their parents, meanwhile, will be tasked with their own homework after dropping their budding scholars off at school – figuring out the most tax-efficient ways to pay the tuition.   Hopefully, they […]

Financial advisors offer the knowledge and expertise necessary to analyze clients’ financial health, address their specific needs and identify opportunities to increase their wealth through prudent money-managing decisions. They can guide you in navigating complex financial plans, understanding investment options, establishing realistic goals and making informed decisions about savings, investments, insurance, college planning and retirement. […]

One of the hardest things retirees face is turning savings into income during their retirement. Many investors, and even financial planners, struggle with this challenge. To that end, annuities have been touted by a number of pundits and politicians as a way to solve the issue. The two SECURE Acts helped on this front, but […]

Amid the day-to-day pressures of financial services, it’s easy to forget the wealth you’re managing for clients today isn’t just fueling their current lifestyle. It will eventually enable their comfortable retirement and the legacy they pass on to their children. Cerulli Associates estimates that United States households will transfer $72.6 trillion to heirs over the […]

A new school year will soon begin. And if you have young children, that means it’s one year closer to the day when they head off to college or some other post-secondary education or training. You might be preparing for that day with a 529 education savings plan — but should you be concerned […]

Given the highly personal nature of money and people’s relationships with it, there is no single playbook for personal finance that can be followed. The dynamics are even more complex when it comes to couples, but there is a strong case for completely co-mingling their finances despite some potential drawbacks. We apologize, but this video […]