Dossier
CFP
Coverage of CFP in the Nexus archive.
- Trump Accounts have a 'tax-advantaged' alternative, CFP says — yet few families are capitalizing
Trump Accounts will offer a tax-deferred savings option for families, but experts consider 529 plans more tax advantageous. The accounts are set to launch this summer. Few families are taking advantage of these options.
- Helping an aging parent with finances can put you 'in conflict,' CFP says — how to approach it
Adult children may need to help manage their aging parents' finances, which can put them in conflict. Approaching the transition requires careful consideration. Helping an aging parent with finances is a common challenge.