The financial advice industry will look different in 2030 and beyond. Understanding how it is changing is crucial for younger ...

Key Points Firmwide revenue climbed 12.9% in Q2 2025, driven by a strong rebound in Capital Markets and record asset levels in Wealth Management. Net income more than doubled to $21.7 million, with ...

Learning good financial habits — building an emergency fund, paying down debt, saving consistently — gives you flexibility, ...

The states that levy an income tax, but have the lowest rates in the country, are as follows. Five of these states have flat tax structures — Arizona, Indiana, Iowa, Louisiana and Pennsylvania — while ...

Many of them won't know what to do with it. How do they even begin to manage their inheritance - to make tax-smart decisions and invest wisely? "Receiving an inheritance can be an emotional time," ...

The Odessa American is the leading source of local news, information, entertainment and sports for the Permian Basin.

In the months preceding the general election in 2024, the owners of many closely held businesses who had not yet given much thought to the ...

Deductions Effective Now Practitioners are particularly enthused about the higher limit for the itemized deduction for state and local taxes. The SALT cap has been upped to $40,000 starting this year ...

Reverse mortgages—specifically the Home Equity Conversion Mortgage (HECM)—have matured significantly over the last 20 years.

Many retirees are shocked by unexpected tax bills. Learn how Social Security, RMDs, and investments can impact your ...

Whether you’re climbing the corporate ladder or looking to preserve a vast fortune for your heirs, this guide can get you started with wealth management.

More retirees are being taxed on home sales due to outdated capital gains rules. Here’s why the home equity tax is hitting ...