Financial planning

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By Frances Schwartzkopff
July 13, 2020 9:53 AM

Dozens of millionaires from the U.S. and six other countries have a message for their governments: “Tax us. Tax us. Tax us.”

1 Min Read
Miriam Cross
June 19, 2020 2:28 PM

With money flow suddenly stifled for millions of customers, demand for money management tools has skyrocketed.

6 Min Read
A medical personal directs a patient at a free Covid-19 testing site in Hayward, California, U.S., on Monday, March 23, 2020. Governor Newsom on March 19 ordered that all of the state’s 40 million residents go into home isolation while saying outdoor activity is permissible with proper social distancing. Photographer: David Paul Morris/Bloomberg
Henry Montag
June 17, 2020 2:55 PM

Amid the economic crisis, many people are looking for sources of cash and can no longer afford their insurance premiums.

5 Min Read
Miriam Cross
May 7, 2020 3:47 PM

Through its partnership with SpringFour, a fintech BMO Harris mentored in 2017, the Chicago bank is referring customers — including many hurt by the pandemic — to reputable nonprofits to help with job training, financial assistance and more.

3 Min Read
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Michael Cohn
April 23, 2020 12:08 PM

The novel coronavirus pandemic is causing the biggest drop in Americans’ financial situation in over a decade.

1 Min Read
Chelsea Emery
April 23, 2020 11:51 AM

Find more information and the nomination form for Financial Planning's recognition of people, leaders and firms that have demonstrated innovation in response to the coronavirus pandemic.

1 Min Read
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IRS
Michael Cohn
March 30, 2020 12:47 PM

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.

1 Min Read
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David Kilby
March 27, 2020 11:20 AM

There isn’t a better time than now to review your employee healthcare and wellness benefits.

3 Min Read
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Kayla Webster
March 24, 2020 4:34 PM

A financial planning expert from a Goldman Sachs team weighs in on choosing benefits, and communicating those concepts during COVID-19.

3 Min Read
While the IRS levies a 40% estate and gift tax on the biggest fortunes, some of the wealthiest clients may consider the grantor retained annuity trust, or GRAT, to pass money to children and grandchildren tax-free.
By Ben Steverman
March 9, 2020 12:35 PM

The richer they are, the more options clients have to insulate themselves from the coronavirus and its effects.

3 Min Read