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Straight talk from the money editor
Now that the Senate has passed its own version of the sweeping tax-reform bill House Republicans voted on last month, it's time to start thinking about how these potentially historic changes in how (and how much) Americans fork over to Uncle Sam each April might affect you — whatever the shape of the final, reconciled bill both chambers of Congress agree on. This week, we offer up a range of editorial takes on all things reform-related, from six year-end tax moves to reconsider and some specific steps for homeowners, to what financial advisors are telling their clients to do. Plus, with reform changes that could affect charitable giving, we offer two pieces on and how and why to donate to maximize current tax advantages. For more stuff like this, please follow me on Twitter @jimpavia. |
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6 year-end, pre-reform tax moves
Smart year-end planning on investments, medical expenses and more could give you some tax relief ahead of policy changes being debated in Washington. |
Find out what the Senate's tax bill means for you
Households will save an average $1,200 in 2019, based on the Senate's proposed overhaul, according to the Tax Policy Center. But that won't last forever. |
Here's how homeowners can benefit now ahead of tax reform
With tax reform potentially changing the tax treatment of homeownership, there are some strategies you can use for 2017 to minimize your tax bill. |
How advisors are preparing for tax reform
Financial advisors say clients should avoid big moves and prepare to be "nimble" as Congress finalizes tax reform measures. |
Invest your way into health-care security
No one knows what the future of health care will look like, but advisors say clients can still plan for tomorrow based on some things they do know today. |
Advisory firms turn to life coaches, psychologists
Some financial advisors find it beneficial to include life coaches and counselors in operations, contracting with them or developing their own in-house. |
Donating a car to charity? Pump the brakes
In theory, donating used cars to "charities" helps you unload vehicles, aid a cause and lower your tax burden. In reality, it's rarely such a win-win. |
How to make your donation dollars count
Americans are feeling increasingly generous. Before giving to your favorite cause this season, make sure you're maximizing those donations. |
Hot links: Naked brands
What Josh Brown is reading: Bloomberg on Americans' ever-growing nest eggs, Medium on trust as the most important commodity in finance, and more ... |
 | Sharon Epperson | |  | Josh Brown | |
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