Financial Advisor

1. Here's what to know before taking your first required minimum distribution

2. You could score a tax break by gifting crypto to charity — but there may be some pitfalls

3. Investors' crypto donations to charity skyrocket. Why it can be 'hugely beneficial,' expert says

4. This factor can get your mortgage application denied — even if you're a high earner

5. 'Everyone wins except the IRS' with this legal charitable donation strategy, advisor says

6. What investors can learn from the S&P's performance after presidential elections since 1928

7. 56% of Americans say their parents never discussed money with them. How experts recommend getting the conversation started

8. This charitable giving strategy 'almost always' provides the biggest tax break, advisor says

9. Here's how to maximize your tax breaks for charitable giving

10. How President-elect Donald Trump's policies may affect investors in these 8 market sectors

11. 59% of Americans consider this the No. 1 sign of success — it's not wealth

12. These key 401(k) plan changes are coming in 2025. Here's what savers need to know

13. 73% of workers worry Social Security won't be able to pay retirement benefits. Here's what advisors say

14. Most employees don't leverage this 'triple-tax-free' account, advisor says. Here's how to use it

15. Some market experts are talking about 'animal spirits.' Here's what that means when it comes to investing

16. Here's how to leverage the 0% capital gains bracket as the price of bitcoin surges

17. The price of bitcoin is soaring. Here's a key move for investors to reduce future crypto taxes

18. Credit card debt among retirees jumps — 'It's alarming,' researcher says

19. Big retirement rule changes are coming in 2025 — here's how you can save more money

20. Investors should stay with their long-term financial plans no matter who is in the White House, advisors say