What are Sec. 530A Trump accounts, and how should CPAs advise families? This Q&A breaks down contributions, investment limits, and planning considerations practitioners need to understand.

Canadians under 35 facing longer working lives want career breaks and a greater focus on wellbeing TORONTO, Feb. 25, 2026 /CNW/ – Young Canadians are fundamentally redefining their long-term ...

Investors should dismiss very short-term forecasts, but long-term forecasts can help you determine how much help your plan can get from the market. The US equity return assumptions are pretty muted ...

I’m a classic satisficer: I’m usually quick about making decisions and often fall back on the tried-and-true. Some people are optimizers, carefully analyzing almost every choice, whether it’s a new ...

Strategic financial planning can help high-net-worth individuals address unique challenges such as market volatility, tax optimization and wealth preservation Written By Written by Staff Personal ...

This is read by an automated voice. Please report any issues or inconsistencies here. I’m a classic satisficer: I’m usually quick about making decisions and often fall back on the tried-and-true. Some ...

The number of Certified Financial Planners continues to climb, with a record 107,529 financial professionals holding the credential at the end of 2025, the CFP Board said Thursday. Diversity, however, ...

SAN ANTONIO – After the holidays, many people are entering the new year with a familiar sense of financial stress — credit card balances to pay down, “buy now, pay later” installments to manage and ...

Social Security may not pay you as much money as expected. Healthcare costs may continue to climb. The stock market could tank, taking your savings down with it. Keep these on your radar, and know how ...

Too often, financial advice begins with products rather than people. Advisors start by discussing portfolios, insurance policies, or tax strategies, each addressing a specific need but failing to ...

There are many ways financial advisors can help their clients who are grappling with the looming cost of college. But 529 plans are the top college savings topic clients ask about. Below, I answer the ...