May 06, 2019 | ThinkAdvisor
Charitable Gifts From IRAs Shot Up by 74% in 2018A new report says demographics and tax law changes are driving the increase.
By Michael S. Fischer
3 minute read
March 29, 2019 | ThinkAdvisor
What Will Retirement Look Like for Millennials?This generation has advantanges, and some disadvantages, over older generations, Brookings reports.
By Michael S. Fischer
4 minute read
March 21, 2019 | ThinkAdvisor
IRS' Top 12 Tax Scams to Avoid: 2019Technology helps the IRS catch offenders, but taxpayers still need to be wary.
By Michael S. Fischer
2 minute read
March 12, 2019 | ThinkAdvisor
Millennials See a Cashless Future but Lack Credit Knowledge: StudyA TD Bank survey finds millennials often fall short on using credit properly.
By Michael S. Fischer
3 minute read
February 19, 2019 | ThinkAdvisor
What Millennials Want From Their Advisors: NationwideResearchers asked millennials what they look for in an advisor and what they want advisors to do.
By Michael S. Fischer
5 minute read
January 15, 2019 | ThinkAdvisor
12 Best States for Retirement: 2019WalletHub found a big difference in costs among the states, which were also ranked on health care and quality of life.
By Michael S. Fischer
2 minute read
August 16, 2018 | ThinkAdvisor
At Retirement, Would You Pick $500,000 Payout or $2,700 a Month for Life?TIAA survey of employers reveals what workers would choose for retirement: lump sum payout or lifetime income?
By Michael S. Fischer
4 minute read
July 20, 2018 | ThinkAdvisor
Millennial Homebuyers Could Be Making a Big Financial MistakeBuyers' remorse is rampant among millennials who buy a home, and the purchase could damage their financial health, Bank of the West says.
By Michael S. Fischer
6 minute read
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