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The Latest Breaking News from SEC

Eight Estate Planning Steps to Protect Your Loved Ones (and Your Legacy)

Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later.

Kiplinger

The Six Pros This Adviser Says You Need to Sell Your Business

Selling your business isn't as simple as getting the best price and walking away. These are the six professionals you'll need to get a deal across the finish line.

Kiplinger

The Three C's to Financial Success: A Financial Planner's Guide to Build Wealth

Consistency, commitment and confidence in your chosen strategy are more critical to your financial success than finding the 'perfect' financial plan.

Kiplinger

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A Financial Adviser's Guide to Solving Your Retirement Puzzle: Five Key Pieces

If retirement's a puzzle you're struggling with, try answering these five questions. The answers will guide you toward a solution.

Kiplinger

You're Close to Retirement and Cashed Out: How Do You Get Back In?

If you've been scared into an all-cash position, it's wise to consider reinvesting your money in the markets. Here's how a financial planner recommends you can get back in the saddle.

Kiplinger

A Financial Expert's Tips for Lending Money to Family and Friends

What starts as a lifeline can turn into a minefield if the borrower ghosts the lender. Following these three steps can help you avoid family feuds over funds.

Kiplinger

Winklevoss-led crypto company Gemini confidentially files for IPO amid blockchain boom

Founded by the Winklevoss twins in 2014, Gemini has had a tumultuous road to its public offering.

Fortune

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Circle's CEO is thrilled over SEC oversight

Also: Trump and Musk butt heads, judge blocks Trump's Harvard ban, and making smartphones in U.S.

Fortune

What the HECM? Combine It With a QLAC and See What Happens

Combining a reverse mortgage known as a HECM with a QLAC (qualifying longevity annuity contract) can provide longevity protection, tax savings and liquidity for unplanned expenses.

Kiplinger

721 UPREIT DSTs: Real Estate Investing Expert Explores the Hidden Risks

Potential investors need to understand the crucial distinction between a REIT's option to buy a Delaware statutory trust's property and its obligation.

Kiplinger

Circle pops over 168% in market debut as sleepy IPO market heats up

The stablecoin giant’s IPO was the second biggest in crypto history.

Fortune

Trump Media files for Bitcoin ETF with SEC as company continues to entrench itself in the crypto world

The company and the man whose name it bears, President Donald Trump, continue to strengthen their ties to crypto.

Fortune

Trump’s crypto ventures may be his most dangerous moneymaking scheme

The US president is leveraging his position for personal gain by exploiting an industry known for lack of transparency and fraud

The Guardian - US

My Professional Advice: When It Comes to Money, You Do You

This is how embracing the 'letting others be' and 'learning to surrender' mindsets can improve your relationship with money.

Kiplinger

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news in one place.

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Kiplinger

Direct Indexing Expert Explains How It Can Be a Smarter Way to Invest

Direct indexing provides a more efficient approach to investing that can boost after-tax returns, but is it right for you?

Kiplinger

Smiley Faces in Serious Places: Emoji Use Pops Up in Legal Battles Over Inheritances

Estate planning attorney notes how emojis are crossing over from casual conversation to litigation. What was once dismissed as 'just an emoji' is now carefully scrutinized.

Kiplinger

When Downsizing, Does a Continuing Care Retirement Community Make Sense?

The idea that you'll never have to move again may sound tempting, but how about the costs? A financial planner explores the pros and cons of this style of retirement living.

Kiplinger

Fortune Favors the Gold: Expert Highlights a Little-Known Game-Changing Investing Strategy

Rather than only owning gold bullion itself and investing in gold mining companies, consider adding gold royalty companies to your gold investing strategy.

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news in one place.

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Reason

The SEC (the Sports One) Is Acting Like It's Invincible

Plus: Sports teams are writing it off, motorsports documentaries, and the NBA and Stanley Cup finals.

Sports Illustrated

Shaquille O'Neal Shares the Advice He Gives Fellow LSU Great Angel Reese

The Hall of Fame center wants the Sky forward to stay the course.

Kiplinger

An Expert's Guide to the Estate Planning Documents Everyone Needs

Estate planning is more than just writing a will. These are the documents you'll need in order to protect your family if you're seriously injured or worse.

Kiplinger

Three Financial Planning Tips for the LGBTQ+ Community From an LGBTQ+ Financial Adviser

In light of social and political uncertainties, it's crucial that LGBTQ+ individuals review their estate plans, manage cash flow and savings and plan ahead if they want to expand their family.

Kiplinger

The High Price of Skipping Workers' Comp Insurance

Two labor and employment attorneys highlight the penalties (fines, reputation damage and even jail time) that small businesses risk if they opt not to carry workers' comp insurance.

TechRadar

US banks don't want to have to reveal when they've been hacked

US banks aren't happy about having to disclose cyberattacks.

Fortune

This stealth AI supplier just leapfrogged 206 companies on the Fortune 500

Super Micro Computer skyrocketed 206 spots on the Fortune 500, thanks to its pivotal role in powering the AI boom.

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