Market reaction to Trump 2.0
The election is behind us and the immediate investor reaction to Trump 2.0 was overwhelmingly positive. On the day after the election, the S&P 500 was up 2.5 percent, the …
Retirement planning
House just voted yes to increase Social Security for some beneficiaries
A bipartisan bill to change Social Security benefit rules for pensioners passed in the House of Representatives on Tuesday, with 327 lawmakers voting to support the measure. Now, the proposal …
Retirement rule changes coming in 2025 — here’s how you can save more money
Baona | E+ | Getty Images More from FA Playbook: Here’s a look at other stories impacting the financial advisor business. Starting in 2025, investors age 60 to 63 can …
Here’s why young adults in Puerto Rico are struggling financially
Parade attendees wave Puerto Rican flags on Fifth Avenue in Manhattan during the annual Puerto Rico Day Parade. Luiz C. Ribeiro | New York Daily News | Tribune News Service …
Health care enrollment for 2025
It’s benefit enrollment period for health care coverage, and before your eyes glaze over, consider this: Most of us likely spend more time comparing prices in the grocery store than …
Series I bond rate is 3.11% through April 2025
The US Department of Treasury in Washington, DC, on February 22, 2024. Mandel Ngan | AFP | Getty Images How I bond rates work I bond rates have a variable …
Yes, everybody needs a will
It’s National Estate Planning Awareness Week, an opportunity for me to goad/guilt you into addressing this tough to embrace, but necessary task. Before you say, “that’s just for rich people,” remember …
How to leverage higher income limits for the 0% capital gains bracket
dowell | Moment | Getty Images The earnings limit for the 0% capital gains bracket will rise in 2025, which could offer tax planning opportunities, financial experts say. At sale, …
Parents are saving more for college thanks to 529-to-Roth rollovers
Flexibility ‘motivates’ 529 funding The added flexibility is having a significant impact on savers: 23% of parents said the ability to roll over funds into a Roth IRA was one …
Do I have enough money to retire? 3 questions to ask yourself
Panama is one of the most affordable places to retire abroad. Helovi | E+ | Getty Images Today’s investors face one looming question: Will I have enough money when I …