Articles

Key takeaways Contributions to Trump Accounts opened on July 4, 2026. Legally, each account is a traditional IRA established for a child under 18 and designated as a Trump Account when opened. The federal government will seed accounts with a one-time $1,000 contribution for U.S. citizen children born between January 1, 2025, and December 31, […]

Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.

Client expectations around tax planning have changed. Discover what advisors should cover in every review, from personalized modeling to year-round guidance.

Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.

Tax planning has moved from a nice-to-have conversation to a core expectation in modern advice. Clients do not experience their financial lives in separate silos. A withdrawal decision affects taxes. A Roth conversion affects future income and estate outcomes. A charitable strategy can change both current-year liability and long-term legacy planning. On Wealth.com’s live tax […]

Getting documents notarized serves a few purposes but the most important one is that without getting notarized, they may not be considered legally valid.

First, the good news: Almost half of all advisory firms now offer tax planning services. The bad news: Most firms still struggle to articulate the value of those services in a way that’s compelling to clients and attractive to prospects. The problem isn’t in the services themselves. Both financial advisors and their clients see value […]

Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.

AI is quickly moving from experiment to infrastructure across wealth management. Firms are using it to streamline workflows, support advisors, surface planning opportunities, and improve the client experience. But as the market rushes to embrace AI, one critical distinction is being overlooked: the difference between probabilistic AI and deterministic AI. That distinction matters more in […]

Tax planning has always demanded precision, but new changes have raised the stakes considerably. Recent changes related to the One Big Beautiful Bill Act (OBBBA), evolving SALT and charitable giving rules, and increasingly mobile clients have narrowed the margin for tax planning mistakes.. The most common errors are not always technical oversights. More often, they […]

By: Nicole McMullin, SVP of Product at Wealth.com AI is not eliminating the need for financial advisors. It is eliminating friction. For years, advisors have spent enormous time on work that is necessary but not differentiating: Reviewing estate documents line by line Reconstructing outdated plans from scattered files Modeling tax scenarios manually Translating complex spreadsheets […]

A client moves from Texas to New York. Another inherits assets in Florida. A third is going through a divorce. In each case, the same question quietly determines the outcome: is the asset Separate Property (SP) or Community Property (CP)?   1. The Two Systems: Community vs. Common Law The U.S. is divided into two […]