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Volatile markets haven’t deterred financial planners from making bold moves on behalf of their clients

CPAs appear to be divided in how they’re approaching clients portfolios during the pandemic.

by Andrew Keshner
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Should you be ‘fair’ with the inheritance you leave to your kids?

Parents who leave their children unequal inheritances risk fueling family feuds.

by Liz Weston
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Here Are 4 Things Retirement Savers Should Know After the Cares Act and Secure Act

Two pieces of major legislation over the past year have brought changes to everything from required minimum distributions to 401(k) borrowing rules. Here are 4 things retirement savers should know.

by Barron's
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The one thing you probably haven’t done in quarantine — but should

There are a lot of responsibilities at 澳门拉斯维加斯app下载home now, but overseeing finances is just as important.

by Alessandra Malito
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What does the government need to do to help retirement savers through the COVID-19 crisis?

Taking control of your retirement planning during a global pandemic

by Alessandra Malito
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Divorcing? How to preserve foreign assets: common challenges and solutions

Clashes between cross-border estate plans can intensify a bad situation

by Joan Crain
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Money lessons from the pandemic—and the power of financial planning

These basic planning essentials have proved invaluable for those who have them.

by Ron Long
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It’s Prime Time for Roth IRA Conversions. Here’s How to Do Them.

Financial advisors say today’s market and recent legislation make Roth IRA conversions a compelling strategy right now.

by Barron's

In dire need of financial advice during this crisis? It’s not too late

During this coronavirus crisis, some Americans may feel they could use help from a financial adviser.

by Alessandra Malito
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Preserving foreign assets through divorce: common challenges and solutions

Clashes between cross-border estate plans can intensify a bad situation.

by Joan Crain
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Yes, it’s possible to update your will while quarantined

Need to update your will and other estate-planning documents? You don’t necessarily have to do it in person.

by Alessandra Malito
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COVID-19 crisis creates a perfect opportunity for Roth IRA conversions

Now is a great time to make some tax-free magic

by Bill Bischoff
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When Are Taxes Due in 2020? The Deadline Has Been Extended. Everything You Need To Know.

The filing deadline has been automatically extended, but there’s still a lot you should know about your tax situation—your relief payment, IRA strategies, and more.

by Barron's

Since You’re Retired and Holed Up at 澳门拉斯维加斯app下载home, Here’s How to Downsize

With the coronavirus pandemic forcing millions of Americans to hole up in their 澳门拉斯维加斯app下载homes, many who are suddenly confronting their own mortality are also confronted with a growing problem: What to do with a lifetime of accumul...

by Barron's

Crisis Presents Wealth-Boosting Opportunities

Amidst the turmoil unleashed by the coronavirus, financial advisors have been seizing on low interest rates and deflated stock prices to help clients minimize taxes and keep more of their wealth in the future.

by Barron's
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How to plan for the unique financial challenges women face

Gaining the freedom to pursue your dreams

by Krystal Barker Buissereth
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The Coronavirus Has Americans Scrambling to Set Their Estate Plans. Here Are Some Key Things to Know.

Estate planning can be complex even when there is ample time to prepare for the worst, let alone during a fast-moving and deadly pandemic that has sparked panic in financial markets and across the global economy. Experts s...

by Barron's
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How to plan for the unique financial challenges women face

Gaining the freedom to pursue your dreams

by Krystal Barker Buissereth

America’s Top 1200 Financial Advisors: Kim Hoffman

Edward Jones advisor Kim Hoffman, our No. 16 top-ranked advisor in North Carolina, aims to deeply understand her clients’ concerns, passions, and families.

by Barron's
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My mom asked for a divorce. My dad made his mother his pension beneficiary — then took his own life. Now my mom and grandma are feuding. Who’s right?

‘My grandmother and mother both have lawyers, and they both say that they are going to get this pension. It’s been dragging on for nearly two years.’

by Quentin Fottrell