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Financial planning news from around the web: May 6 – 12, 2019

Written on May 7, 2019

The longest bull market in history can't shake the skeptics
With the S&P 500 Index up more than 16% from the start of the year, the current bull market is officially the longest on record. But the latest mutual fund flow data suggest retail investors might be getting tired of the run.

Financial planning as a growth engine
Many accounting firms have had it pretty good for the past dozen years. Complexity is on the rise, technology continues to provide gains within service margins, and the CPA continues to be among the most trusted advisors in the world.

Financial planning when a family member has special needs
Financial planning is daunting enough, but it becomes more complicated and critical when there is a child or family member with special needs.

An old tax dodge for the wealthy is making a comeback
Advisors are dusting off an old tax-savings strategy after it got an enormous boost under the new tax law, enabling taxpayers to wipe out massive potential tax obligations on appreciated assets.

Tech Corner - New nationwide in-car payment technology launches in Massachusetts
A first-in-the-nation breakthrough payment solution that lets drivers purchase gas from their car without taking out cash, a credit card or a mobile app is now available in Westborough, MA. PayByCar allows drivers to simplify and speed up non-toll transactions such as gas purchases.

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