Benefits

Although Congress has chipped away at many traditional tax shelters in recent years, the main benefits of life insurance remain intact.

If you’re not careful, this often-misunderstood tax provision can result in a sizeable income tax liability for the family.

While fintech won’t make advisors obsolete anytime soon, financial professionals need to adapt to changing consumer behavior and play up their strengths by augmenting their services.

U.S. economic growth unexpectedly picked up steam in the second quarter thanks to resilience among consumers and businesses in the face of high interest rates.

With Avalara, Missouri provides access to current sales and use tax rates as well as special item taxes like food, domestic utilities, and more in the state.

Because finance leaders are pushing hard for revenue growth in an environment where discretionary spending is tight, they are increasingly focused on cost optimization.

The CFPB has already taken steps to stamp out abuses. The agency last month proposed a rule for home appraisals computed by algorithms.

Overall, just 20% of U.S. adults say they do not have any financial regrets, while 6% say they don’t know what their biggest financial regret is.