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Rich Bernstein's Playbook To Beat The Bursting Bubble

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Cryptocurrencies are the biggest financial bubble in history, the strategist says.

Why The Social Security Split Strategy Could Prove Costly For Clients

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Laurence Kotlikoff said the split filing strategy gambles on the high-earning spouse reaching age 70 and dying young.

Cerulli Anticipates $84 Trillion Wealth Transfer Over Quarter Century

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The research firm warns that advisors will have to change their mindset about serving this wealth.

Dan Fuss Warns On The Real-Income Hit To Boomers As Bonds Slump

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Boomers and the like may have the most to lose from price pressures and rising rates.

Gundlach Sees Recession Pressures Rising

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A recession isn't imminent, but consumer confidence and the yield curve signal trouble for the U.S. economy.

Clients May Rather Talk To An App Than To Their Advisor

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Refinitiv found that 89% of survey respondents preferred to interact with financial providers via an app.

A New Purpose For 'Bypass' Trusts In Estate Planning

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Full or partial funding of bypass trusts with spousal retirement assets may make sense today.

M&A Activity Will Continue To Break Records For Years To Come, DeVoe Says

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Buyers and sellers want to scale companies and seek talent, a new report reveals.

Why Recent Retirees' Timing Could Be Terrible

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Wade Pfau and others says they'd be smart to lock in some stock market gains before retiring.

Claustrophobic Retirement

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Getting ready for retirement is like getting ready for an MRI.

Advisors Say Rise In At-Home Drinking Is Its Own Epidemic

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Advisors need to protect client assets from the cost of dependency or addiction.

No, Getting Married Isn't Always Financially Beneficial

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Before legally clients yoke themselves to another person, it's perfectly reasonable to pause and make sure it makes sense.

Covid Helped Pull Down U.S. Lifespans By Most In 75 Years

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About 3.4 million deaths were registered in the U.S. last year, almost 529,000 more than in 2019.

Wells Fargo, Advisor Group, LPL To Pay $5.6M For 529 Plan Violations

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Finra said the firm failed to supervise reps' handling of the college savings plan share-class recommendations.

How Advisors Are Guiding Clients Through The Great Resignation

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Many Americans are revisiting their financial plans and thinking of retiring earlier.

Morningstar Suggests Vanguard Has Strayed Far From Jack Bogle's Vision

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"Never did I think that Vanguard would remind me of Wall Street wirehouses," a firm analyst wrote in a new report.

Jeremy Siegel Says U.S. Stocks Could Still Be Undervalued

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But the Wharton scholar added that valuation metrics could change in 2022.

How Prenup Agreements Can Avoid Nasty Surprises For Couples

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Prenuptial agreements are no longer just for the rich and famous.

Academics Tout Use Of 401(k) Assets To Boost Social Security Income

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Americans could use 401(k) assets as "bridge" income to delay Social Security, Boston College researchers argue.

The Best U.S. Cities For Having Fun

by FA Staff

These 10 destinations topped a study that ranked 182 U.S. cities on what they have to offer for fun seekers.

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