Networth Financial Planning

Networth Financial Planning Comprehensive Financial Planning
Kenneth O'Connor, CFP®

12/05/2025

Nearly all the brokers who dropped their FINRA registration in the wake of tougher rules kept their insurance licenses, according to newly published research.

08/28/2025

From tax concerns to investing opportunities, there are a surprising number of benefits to claiming on the earlier side.

05/02/2025

With fresh trade news thin, stocks rebounded from Monday's sharp losses and the 10-year yield fell as investors awaited Tesla's earnings and saw mixed results from defense firms.

03/18/2025

As you approach and enter your golden years, calculating your tax obligations could be tricky.

03/18/2025

You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here's help on how to decide.

03/18/2025

A number of tax audits result from preventable mistakes. Here are the five most common audit red flags—and what to do to avoid them.

01/02/2025

A FINRA arbitration panel sided with a claimant who contended Wells and one of its advisors should have recognized telltale signs of elder fraud when their client decided to give away tens of thousands of shares of Aflac stock.

12/24/2024

The bill now heads to President Biden's desk, but supporters and critics alike worry about how it will be funded.

12/20/2024

Regulators accused UBS of not doing enough to monitor 22 brokers who generated commissions and sales concessions of syndicate preferred stocks.

12/19/2024

While at Schwab, Roberto Ortega worked with clients whose accounts held more than $1.5 billion. A lawsuit seeks to bar him from soliciting their business for his new employer.

12/16/2024

In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.

12/13/2024

Even among retirement-age Americans, many nest eggs are almost empty, according to an alarming new study by GOBankingRates.

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