Ben Mattlin

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When Retirees Give Away Too Much Money

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When it comes to charitable giving, advisors recommend a careful balance.

Advisors Recommend Buying Bonds Now, Before Rate Cuts

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With high-quality bonds yielding about 5%, locking in today's interest rates makes sense to many advisors.

Advisors Urge Caution On Penalty-Free IRA, 401(k) Early Withdrawals

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Prematurely dipping into retirement accounts without penalty is possible, but it should be a last resort, they say.

Lights! Camera! Advisors Discover The Power Of Video Marketing

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These advisors are producing videos to reach out to potential clients.

Get Ready For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

Advisor Gets 18 Months For Ripping Off NYC Police Union

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The advisor and the union's president conspired to steal money from the fund for eight years.

Client Accuses Ameriprise Of Selling Him Almost $800,000 In 'Unsuitable' Annuities

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John R. Marshall said he was put in the products by a now deceased Ameriprise rep he trusted.

Lessons That Financial-Planning Courses Don't Teach (But Should)

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Veteran advisors talk about the lessons they've learned through years of experience.

What To Do About Financial Advisors In Cognitive Decline

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Most firms are unprepared for the potential mental deterioration of their key professionals.

What Veteran Advisors Wish They Knew Early In Their Careers

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Advisors share the lessons they've learned after years of serving clients.

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