FINANCIAL PLANNING/WEALTH MANAGEMENT

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Plan Now For 2026 Tax Law Sunset, Advisors Warn

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Advisors say it's crucial to plan now for tax law changes that may not happen for several years.

Retirement Income Investing: A New Set Of Opportunities

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Some advisors are building bond ladders to the sky as they lock in higher interest rates while they can.

Getting A Master's Degree May Not Pay Off With A Higher Salary

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Graduate students for the first time are set to outpace how much undergraduates are borrowing.

Sponsored Content: Matt Nordmann--Building A Life Of Significance

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Matt Nordmann of Morrison Nordmann Wealth Management is a truly comprehensive provider of financial services.

Student Loan Borrowers Face 'Complete Mess' As Payments Restart

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borrowers are growing frustrated with the industry, long criticized for miscommunication, bad record keeping and misallocation of payments.

Rising Debt Among Retirees Requires Multiple Solutions, Report Says

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The report noted that some indebted retirees have the resources to manage their debt while others do not.

Rise Of Financial Exploitation Presents New Challenges For Advisors

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It's crucial that advisors stay vigilant and have a strong understanding of potential warning signs to help protect clients.

Start Planning Trusts Now For Potential Estate Tax Changes, Advisors Say

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The federal estate tax exemption is scheduled to plummet in 2026.

The Race To Win Wealth In The Workplace

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Firms are building comprehensive advice platforms that engage all the aspects of tax alpha.

Real Estate Developer Convicted in $1.3 Billion Tax Case After Juror Removed

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Jack Fisher and attorney James Sinnott made millions through a fraudulent tax shelter scheme.

What You Need To Know About Paying Off Student Loans Early

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Borrowers flush with cash have been dumping money into paying down their student debt. Here are the pros and cons.

5 Ways Wealth Management Firms Can Power Their Growth

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The financial services industry is facing a period of change like no other. Here's how to adapt.

Investors Love Advisors, But Demand More Customization, Services, Goldman Says

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Perhaps the best news for incumbents is that 93% of investors are satisfied with their current financial advisor relationships.

U.S. Retirement Savers Risk Being Sucked Into Financial Vortex, Goldman Says

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Goldman found that student debt and caregiving requirements hinder people's retirement goals.

Preparing Clients For The Risk Of Cognitive Decline

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Advisors are often in the position of having to bring up this sensitive topic with clients.

Student Aid Form Gets A Makeover. Here's What You Need To Know

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The form that students and their parents use to apply for financial aid has been revamped for the 2024-25 school year.

Vanderbilt Rips U.S. News Over Slide In College Rankings

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U.S. News & World Report has increased emphasis on a college's ability to graduate students from different backgrounds.

IRS E-Filing Mandate For Large Cash Transactions Drawing Near

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Many cash payments over $10,000 will have to be reported by companies electronically starting in 2024.

Structured Products Vs. Direct Investing

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Structured/buffered products give clients peace of mind, but it comes at the cost of substantially lower net returns.

Alts Maven Boldly Goes Where Average Investors Fear To Tread

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Christopher Zook of CAZ Investments is on a mission to bring alt investments into the mainstream.

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