Katie Rass

Katie Rass

Katie Rass is executive managing editor of ThinkAdvisor, where she oversees copy editing and content strategy. She joined the site as managing editor in 2012 from Dow Jones Newswires, where she covered corporate earnings and other financial news. Earlier, Katie worked at The New York Times News Service, where her work on publications including The International Weekly and The Times Digest was seen by millions of readers around the world and on the International Space Station. She did a stint on the financial desk of The International Herald Tribune, now The International New York Times, in Paris, where she edited front-page news on the euro crisis. Katie started her career at the Eau Claire Leader-Telegram as a reporter and editor while earning a bachelor's degree in journalism and Spanish at the University of Wisconsin-Eau Claire. She is an alumna of the Dow Jones News Fund editing internship program.

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February 22, 2023 | Property Casualty 360

8 Ways Secure 2.0 Act affects retirement plans

As a small-business owner, there are new rules, and tax breaks, you should be aware of.

By Nick Strain

6 minute read

January 30, 2023 | Property Casualty 360

Start 2023 off right with strategic planning and goal setting

A new year is a good time to implement plans to supercharge your business.

By Nick Strain

6 minute read

September 12, 2022 | Daily Business Review

Small Businesses Are at Risk for Cyberattacks. Here's How to Address them

Along with a proper response plan, small businesses should understand what not to do to avoid future cybersecurity attacks.

By Julian Makas

4 minute read

July 29, 2022 | Daily Business Review

Small-Business Taxes for Beginners

Paying taxes as a small-business owner may seem overwhelming but there are more than 30 million small businesses in the U.S. If they can pay their taxes, so can you. Here's what you need to know to get started.

By Katie Rass

4 minute read

February 26, 2020 | ThinkAdvisor

4 Fears That Keep Your Clients From Being Charitable

Giving wealth away can open a donor to questions and even criticism. But advisors can help.

By Kris Putnam-Walkerly

5 minute read

February 14, 2020 | ThinkAdvisor

The Perils of Not Discussing Charitable Planning With Clients

What could go wrong if you fail to have this important conversation? Quite a bit.

By Ken Nopar

5 minute read

May 03, 2019 | ThinkAdvisor

How to Address Diminished Capacity and Financial Exploitation

Handling these issues properly will help protect both your clients and your firm.

By Richard L. Chen

7 minute read

April 08, 2019 | ThinkAdvisor

Burdened by Email? Do This to Reclaim Your Sanity

Part of this method may be controversial, but hear me out.

By Robert Sofia

6 minute read

March 25, 2019 | ThinkAdvisor

Another Reason to Worry About the US Economy

Economists' forecasts tend to diverge ahead of recessions. They're diverging now.

By Mark Whitehouse

2 minute read

March 11, 2019 | New York Law Journal

Lawyers Aren't the Only Ones With Difficult Clients

Antonio Rodrigues tells ThinkAdvisor how he serves high-maintenance clients — and maintains a 95% retention rate.

By Katie Rass

6 minute read