Combining a reverse mortgage known as a HECM with a QLAC (qualifying longevity annuity contract) can provide longevity ...

And CRCL could get an additional boost if Congress passes the GENIUS Act – a bill aimed at creating a regulatory framework ...

Direct indexing provides a more efficient approach to investing that can boost after-tax returns, but is it right for you?

Hawaii’s four counties can add an extra tax on top of the state TAT. All of them have decided to add the maximum possible, ...

As Erica Ellis, JD, Product Counsel at Vanilla, explains, “Most traditional advance directives become effective when a person ...

Multigenerational households are making a comeback, but the heads of household have changed. Here's a look at the pros and ...

The idea that you'll never have to move again may sound tempting, but how about the costs? A financial planner explores the ...

New legislation introduces rural "super incentives" and expanded access, though a potential investment freeze could stall ...

To fulfill Trump's campaign promise, House GOP lawmakers want to offer a tax deduction for car loan interest. How would it ...

The House passed its version of Trump’s "One Big, Beautiful Bill." Here’s what to look for as Senate Republicans take up the mega legislation.

Trump's budget-reconciliation package could change 529 plan rules as early as this summer. What does that mean for you?

Understanding the Federal Reserve's key tool can help financial professionals guide clients through economic shifts and ...