FINANCIAL PLANNING/WEALTH MANAGEMENT

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Tax The Rich And More: A Guide To Potential Democratic Plans

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Democratic presidential hopefuls are talking a big game about taxing the rich to pay for social programs.

N.J. Millionaire's Tax Has No Chance, Top Lawmaker Says

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The state's Senate president said he instead wants to hike taxes on corporations.

Kamala Harris Calls For Full Repeal Of Trump's 2017 Tax Law

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Harris’s stance goes further than most Democrats, who have called for repealing parts of the 2017 law.

How Advisors Can Avoid A Repeat Of 2019's Tax Hit Surprises

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Advisors can take steps now so clients can avoid the rude tax hits they suffered this year due to tax reform.

Massachusetts One-Page Fee Disclosure Mandate Moves Closer To Reality

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The Institute For The Fiduciary Standard supports the disclosure proposal as “good first step.”

Nick Murray: Growth Vs. Income Delusions Cause Retirement Inequality In Era Of 3-D Hearts

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Target-date funds destined to serve as Kevorkian-like solutions for many retirees.

Trump's Economy Could Be A Reprise Of Bush's

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The economic narrative thus far during the Trump administration echoes that of the George W. Bush years.

How Advisors Should Deal With Women In Crisis

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Advisors' first contact with female clients is often during or just after a life crisis.

When Clients Hear Wedding Bells, Advisors Need To Think Prenup

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Prenup agreements are the best way to prepare for the inevitable client divorce, attorney Daniel Rubin said.

First Parents Plead Guilty In College Admissions Scandal

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They will cooperate with an ongoing federal investigation, according to their plea agreements.

Deutsche Bank Report Says Student Loan Debt Is A 'Micro Problem'

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The $1.6 trillion in student loans is minor when compared to the entire net worth of U.S. households, the report said.

Munis Have The Best Start Since 2014 And Show No Sign Of Slowing

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Year to date, the Bloomberg Barclay's index tracking munis has returned 3.2 percent.

Citadel's Griffin Says Student Loan Subsidies Hurt Education

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Tuition growth outpacing inflation is caused by government subsidies of student loans, said Ken Griffin.

Schwarzman Sees Potential Risk To Economy In Higher Taxes

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Some policies that Democratic candidates for president are talking about could slow the economy, he said.

Time For FAs To Replace The ‘Buy And Hold’ Dogma with ‘Buy And Sell’ Strategies

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Now is the time for financial advisors to rethink their allegiance to the “buy and hold” dogma.

Trump Revises SALT History, Saying New Yorkers Didn't Fight Caps

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Trump has suggested he might be willing to reverse the cap, but hasn’t backed any plan to do so.

Advisors Seek More Clarity On Taxes For Gig Economy Workers

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The gig economy has grown far beyond just millennial Uber drivers or people renting out bedrooms.

Planning For Diminished Capacity

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A collaborative team approach can be a powerful support system for clients experiencing cognitive decline.

Ex-USC Soccer Coach To Cooperate In College-Admissions Case

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Prosecutors are pushing ahead with their investigation into the largest ever college admissions scandal

Warren's College-Loan Subsidy Helps The Well-Off

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The Democratic presidential candidate's proposal would cost $1.25 trillion over 10 years.

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