This risk threatens retirees’ nest eggs. Here’s how advisors are protecting them

The big threat to retirees' hard-earned savings isn't market volatility. It's fraudsters making off with their data and their cash.
by Daniel at http://www.ifacareers.today

How advisors figure out which ESG funds are a good fit for socially conscious clients and their portfolios

Investing sustainably is a personal experience, and there are multiple strategies under the umbrella. Here's how advisors help clients find the right fits.
by Daniel at http://www.ifacareers.today

Here’s what’s ahead for President-elect Biden’s tax plan

Whether President-elect Joe Biden's tax plan moves forward will depend on the outcome of two Senate runoff races. Here's what could happen.
by Daniel at http://www.ifacareers.today

Op-ed: The pandemic forced advisors to adapt and find new ways to engage with clients

The pandemic changed how advisors and their clients do business — to online. Advisors must dedicate time and resources to effectively make this strategy shift.
by Daniel at http://www.ifacareers.today

What to tell your adult kids when planning your estate

Estate planning is a delicate subject, regardless of whether you decide to share just the basics or more detailed information about your plan.
by Daniel at http://www.ifacareers.today

You’re running out of time to use these tax-advantaged funds

The IRS rolled out special rules for flexible spending accounts earlier this year. What you need to know.
by Daniel at http://www.ifacareers.today

Sustainable investing is surging. How to decide if it's right for you

The first half of 2020 reportedly saw a record $20.9 billion flow into sustainable funds. It has grown into a complex landscape with sometimes confusing and overlapping terminology. Here's a look at the sector and whether it might work for you.
by Daniel at http://www.ifacareers.today

Working remotely from paradise? What it means for your taxes

Working remotely from a beach in the Caribbean sounds heavenly, but make sure you understand what this means for your taxes before you go.
by Daniel at http://www.ifacareers.today

5 opportunities to save on taxes – no matter who wins the election

Set aside your Election Day anxiety and focus on what you can still control: your 2020 tax bill.
by Daniel at http://www.ifacareers.today

Op-ed: Here are some action steps for small businesses that survived the Covid pandemic

The Covid-19 pandemic disrupted tax and retirement planning for small-business owners, especially those focused on saving their businesses from the fallout earlier this year. With some hard work, however, there is still time to get back on track by Dec. 31.
by Daniel at http://www.ifacareers.today