Here's how to understand the tricky alternative minimum tax:

Gold keeps going up. But you know what they say...💰 See how advisors are reacting to the precious metal's climbing price.

What's your comic book collection worth? Some investors have seen seven figures for a single edition. 🦹🦸‍♂️🤑 See the latest from @robaburg.bsky.social:

To wealth advisors, financial planners and everyone else: Happy World Financial Planning Day!! 😊💵🎉🪅

High earners aged 50 and up should consider 401(k) catch-up contributions while they're still an option:

With $80 trillion in generational wealth at stake, tradfi providers should be making moves to understand exactly what millennial and Generation Z clients want. Join us Oct. 7 at 2pm ET for a session featuring expert insight on how to capture these clients. #wealthmanagement #wealthtransfer #leaders

I'm excited to announce I’ll be speaking at @financialplanning.bsky.social's ADVISE AI, set for Oct. 28–29 at the Wynn Las Vegas! Will I see you there?

A $22K bottle of Burgundy. 🍷A $10 million handbag. 👜A $6 million guitar. 🎸 Can you really build wealth with collectibles? Here’s what to know from @robaburg.bsky.social. 💰

From potential disruption to benefits and reduced enforcement actions, here's what financial advisors should know about the government #shutdown:

📣 Calling all financial advisors! 📝 Our latest continuing education quiz is ready for you to ace it (and earn CE credit):

There's an unexpected stumbling block to many FIRE ("financial independence, retire early") finish lines: 🧠🤔

How to avoid the "cash trap" with interest rates dropping:

This one simple trick really will help your firm's search results. 💻👀💰 Get clicky with it and check out FP's latest by @robaburg.bsky.social

Tax law changes could take a bite out of business meal write-offs: 🍽️ 🫰🏦

Champagne problems...? 🥂💰💍

Taxing the very rich:

It’s the first revision to NASAA’s non-traded REIT guidelines since 2007: 🏡💰

The past week has given employers and employees alike a stark reminder that online speech can have professional consequences. By @robaburg.bsky.social

Soaring markets can push some investors to untimely exits, but advisors can help:

Americans are living longer. Holding on to equities for longer than previously recommended could be wise: #retirement #investing #portfoliomanagement

The FutureProof AI Demo Drop featured seven upstart firms, several of which are employing agentic AI. Read more about each:

Calling all developers — there's a big market for better tax tech:

On-ramps into wealth management careers aren't disappearing due to AI, reports @robaburg.bsky.social, but they are changing:

Big wealth firms look to alternative investments to open the wallets of the ultrarich as well as the rich-but-not-that-rich: 💸

"Magic happens" at the third annual SER Summit outside Chicago: #financialadvisor #financialplanning #events

From scam aids to brain-rot enablers, #AI tools aren't always great for humans. 🤖🧠 @robaburg.bsky.social for @financialplanning.bsky.social 💡

Happy Labor Day! Enjoy this wealth of excellent tunes, the perfect playlists for holiday hangs 🎶:

Cheers alternative investments. 🍾🍇🤑 See @robaburg.bsky.social's latest:

Want to know the No. 1 step to a stronger retirement? Share your situation (anonymously), and we’ll ask financial advisors for their best advice in The Next Step. Fill out the form here → https://forms.gle/CoGPwazVoscv8spaA #retirement #financialadvisors #personalfinance

Check out this month's @financialplanning.bsky.social continuing education credit quiz: www.financial-planning.com/ce-quiz/cont...

At these wealth firms, it's a family affair — and that's a net positive for both advisors and clients. Read the latest from @robaburg.bsky.social:

Mmmm, tax breaks. 🤤🥞🤑 #taxplanning #tax

Andrew J. Evans of Rossby Financial is allergic to reverence for the past when it comes to building his firm’s #tech stack. See how his enterprise RIA has allowed its advisors to make their own decisions around the tools they use.

Advisors just don't understand crypto. @robaburg.bsky.social

All may not be well at Citi's wealth division. Head Andy Sieg is under investigation by an outside legal firm, according to news reports. #financialplanning #wealthmanagement #financialadvisor

What obligation does a large financial institution have to prevent its clients from being defrauded by their own financial advisor?

Why do some investors want a piece of pro sports? Part of it is "the belief that sports can be an inflation-proof store of value as ticket prices have gone up far more over the last 30 years than has the price of an actual football, baseball or basketball." 🏈💰 Read @robaburg.bsky.social's article:

These energy ETFs had the highest returns over the past three years. 🌞🌬️🛢️ See the latest from @robaburg.bsky.social: www.financial-planning.com/list/the-top...

How do you want to live on, after death? 📝💀❔

Is crypto coming to 401(k)s? A new executive order seeks to pave the way for crypto and other private investments in retirement plans.

A membership club that offers a bar, lounge, speakeasy, sports lounge, cigar lounge, golf simulators and more... just down the proverbial hall from wealth advice? Sounds pretty brilliant.

You might think it impossible for someone with ADHD to be a successful financial advisor. In fact, these advisors figured out how it can be an advantage. #adhd #financialplanning

It might be decades away, but for some young workers, #retirement seems even more distant:

Sophisticated fraudsters are fattening up unwary investors for financial slaughter: Here's what "pig butchering" scams look like, and what advisors can do to help. 🚧 💸 🛑

You won't want to miss the @financialplanning.bsky.social Virtual Summit, "From Data to Decisions: AI Tools Powering Modern Advisory Firms" which is taking place Wednesday, July 30: conference.financial-planning.com/event/FP-AI-...

Divorce at a later age can destroy #retirement plans. 💔 Here's how financial advisors are helping. #financialplanning #divorce

For aspiring doctors, lawyers and others seeking expensive advanced degrees in the U.S., total tuition will likely be higher than available federal student loans, thanks to new limits starting mid-2026:

📢 Financial Planning is now on WhatsApp! ✨ Get all our latest stories sent straight to your device. 📰 Download now — and be sure to turn on notifications! ✅

Investments go vrooom? 🛞💰🚗💸 Read the latest from @robaburg.bsky.social on #investing #cars #collectibles

👨‍👩‍👧‍👦🏯💰🛥️🥂!