Financial Advisor Headlines

Student loan forgiveness is taxable again. How to plan for a five-figure IRS bill
Mon Feb 23 3:28 pm
Student loan holders who get their debt excused in 2026 can expect a hefty tax bill. But there are steps you can take to prepare, and some may not have to pay.
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Trump accounts have 'more unanswered questions than answered,' expert says. What's still unknown
Sat Feb 21 4:36 pm
Trump accounts offer free money for some families. But other details have yet to be resolved, experts say. Here's what to expect.
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Personal loans surge amid affordability struggles: It's 'the middle-class refinancing option,' expert says
Fri Feb 20 8:30 am
Some borrowers are turning to personal loans to refinance credit card debt. Those loans are expected increase nearly 6% this year, TransUnion forecasts
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Home sellers start getting lower prices at 70, research shows — and the gap widens with age
Sat Feb 14 9:30 am
Two factors contribute to older homeowners receiving less money at sale, according to new research: lack of upkeep and selling privately.
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K-shaped economy looks more like 'jaws of a crocodile,' economist says: What's widening the gap
Fri Feb 13 7:45 am
There are signs that middle-income households have slowed spending. This makes the K-shaped economy look more like the “jaws of a crocodile,” an expert says
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Tackling tax planning
Thu Feb 05 4:47 pm
Many people are thinking about what new tax credits and deductions they may be able to take this year. Tax time is also an opportunity to plan ahead for next year. Sharon Epperson speaks with Bill Harris, co-founder and former CEO of PayPal and former CEO of Intuit, who has most recently, founded Evergreen Wealth, for his insights on taxes now.
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Trump's bigger SALT deduction limit could 'drive higher refunds,' tax expert says — here's who benefits
Tue Feb 03 5:19 pm
President Donald Trump's "big beautiful bill" increased the SALT deduction limit to $40,000 for 2025. Here's how that could affect your tax return this season.
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Trump accounts could grow to $50,000 or 'very substantially more,' president says. Advisors weigh in
Mon Feb 02 12:21 pm
Trump officials have estimated how much Trump accounts can grow over time. But actual returns may vary, according to financial advisors.
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Housing affordability isn't just hurting buyers: More homeowners are falling behind on their mortgages
Mon Feb 02 10:26 am
While the overall share of delinquencies among all mortgages remains small, the growth is occurring faster than late payments for other types of consumer loans.
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Trump's 'not a huge fan' of using 401(k) money to buy a home. Financial advisors aren't, either
Tue Jan 27 8:57 am
President Donald Trump said he's not in favor of using 401(k) money to buy houses, despite one of his top economic advisors saying such a plan was in the works.
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Don’t wait for Trump's 10% cap, Fed cuts — here's how to get a better credit card interest rate now
Mon Jan 26 8:58 am
President Trump has called for a 10% cap on credit card interest rates. What to know to get a lender's best rates sooner.
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In an affordability crunch, Gen Z adults are leaning on their parents for financial help
Fri Jan 23 1:06 pm
More young adults are leaning on their parents for financial support, but that comes with risks that families should consider, a top advisor says.
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