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        1,206 results found

        1. The Rules of 'Revenge Saving' to Take Control of Your Finances
          After months (or even years) of overspending, emotional shopping or living in financial survival mode, people are fighting back by saving fast and furiously.
        2. Four Ways the SECURE Act Impacts Your Retirement Planning Now
          Retirement and wealth planning have become more dynamic in recent years as Congress amends the rules on a regular basis. In the past couple of years, two significant tax code changes, each with major impacts on families strategic financial planning, were signed into law. The most recent change, the SECURE Act, was pass
        3. Three Ways to Start Saving for Your Child’s Future
          A parent’s responsibilities are seemingly never-ending and ever-growing. All parents want to make sure they’re teaching their children everything
        4. Why Are Small Businesses at Increased Risk of Ransomware Attacks?
          The year 2020 will always be remembered for the coronavirus pandemic. It will go down in history for a deadly virus with no geographic boundaries. We have faced the unexpected countless times and somehow managed to deal with it. Like 2019, 2020 has been an interesting year in terms of data breaches and cyber-attacks. T
        5. 4 Common Tax Planning Mistakes
          What errors do advisors often see—and how can you avoid them? What the Professionals Say About Tax Planning   We talked with two high-ranking
        6. How to Pursue Your Financial Freedom
          Where are you financially? Are you on a path to achieve your life goals? We ask because July 1 is National Financial Freedom Day. It’s a great
        7. 4 things that might explain the labor shortage hitting the reopening American economy
          9.7 million people are actively seeking work, but businesses are reporting major labor shortages. The New York Times reported on four reasons that might account for that disconnect. These include jobless benefits disincentivizing people to work and pandemic health concerns. See more stories on Insider's business page.
        8. 5 Strategies for 40-Somethings Who Are Way Behind on Retirement Savings
          There are a lot of scary retirement charts that tell you how much you should have saved for retirement. One commonly cited figure by Fidelity Investments says that by the time you're 40, you should have three times your annual income set aside. But let's face it: That number is laughably unrealistic for a lot of people
        9. Benefits of Opening a Pre-Tax Retirement Plan
          Retirement plans and/or accounts can benefit your clients in many ways, especially if there is a need for them to reduce their tax liability. Clients who have seen their tax liability increase when filing their 2018 tax returns would be ideal people to start a conversation with. These individuals have seen their tax bi
        10. Is Inflation A Long-Term Threat, Or Just A Temporary Pop?
          Inflation is up, up, up.gettyWho’s afraid of big, bad inflation? To judge by the stock market on Wednesday, with the release of the latest Consumer Price Index data, that would be the stock market. The S&P 500 slid 2.1% on the news that day. But Mr. Market, as the great Benjamin Graham dubbed the world of equities trad