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Income Planning

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Roths For The Rich Author Responds

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The author responds to a review in Financial Advisor.

Five Ways To Get Your Clients To Plan Ahead

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2021 should be better than 2020, so start planning for it now.

U.S. Investors Baffled About Active And Passive Investing Differences

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Many Americans have misconceptions about certain key investment concepts, a recent MFS survey said.

Robinhood User Says $300,000 Restored From Hack, Then Taken Back

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A Maryland retiree says he put almost his entire life savings into a Robinhood Markets account this year.

Bill Bengen Revisits The 4% Rule Using Shiller's CAPE Ratio, Michael Kitces's Research

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Inflation is a key factor regarding safer retirement withdrawal numbers.

Ed Slott's Seven Best Year-End Tax Planning Strategies For 2020

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Time is running out this year to offer clients these tax-related benefits.

Top 10 Party Colleges Of 2020

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Before the pandemic stamped out much of U.S. campus social life, these were viewed by students as the top party schools.

Divorce Loan Demand Rises 62% Among Americans

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Tennessee, Texas and Georgia lead in inquiries about divorce loans this year.

Yes, The Pandemic Has Altered Retirement Time Lines, But Not Many

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The pandemic has caused about one in eight adults over 55 to plan on delaying retirement.

Pandemic Has Caused Many To Rethink Their Retirement Time Line

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Millennials are likelier to move up their retirement date, while Gen Xers plan to push it back.

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