This risk threatens retirees’ nest eggs. Here’s how advisors are protecting them
AJ_Watt | E+ | Getty Images Forget volatility. The thing that keeps certified financial planner Neil Waxman on edge is clients'...
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Showing posts with label Financial Advisor. Show all posts
Showing posts with label Financial Advisor. Show all posts
How advisors figure out which ESG funds are a good fit for socially conscious clients and their portfolios
Martin Barraud | OJO Images | Getty Images When introducing clients to the idea of sustainable, or socially responsible, investing,...
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Op-ed: The pandemic forced advisors to adapt and find new ways to engage with clients
Nes | E+ | Getty Images When the Covid-19 pandemic hit the U.S. in mid-March, there were three types of financial advisory firms: h...
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You’re running out of time to use these tax-advantaged funds
Peathegee Inc | Tetra images | Getty Images You have just a few weeks to tap the money you've been saving for medical needs — o...
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Sustainable investing is surging. How to decide if it's right for you
Clerkenwell | Vetta | Getty Images Socially responsible, or sustainable, investing — investing in ways to make the world a better p...
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Working remotely from paradise? What it means for your taxes
Lorado | E+ | Getty Images "It's increasingly a computer-based global work environment," Minott said. "People ca...
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5 opportunities to save on taxes – no matter who wins the election
A man walks to cast his ballot at an early voting center at the Omni Shoreham Hotel on October 27, 2020 in Washington, DC. Sarah Silbig...
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Op-ed: Here are some action steps for small businesses that survived the Covid pandemic
andresr | E+ | Getty Images Covid-19 has disrupted tax and retirement planning for small-business owners, especially those who focu...
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Meet the financial advisor ranked No. 1 two years in a row by CNBC
David Rea in Chobe National Park in Botswana. Source: David Rea For two years in a row, something hasn't changed on CNBC's...
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4 ways wealthy families are trying to head off heftier estate taxes under a Biden administration
Tom Merton | OJO Images | Getty Images With the election less than a week away, the phones are ringing off the hook for estate plan...
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Op-ed: Investors need to know exactly what being a ‘fiduciary’ advisor means
Ariel Skelley | DigitalVision | Getty Images Nearly anyone can hang out a shingle and just call themselves a financial advisor. To...
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Op-ed: This legislation will create a retirement recovery plan for millions of Americans
House Ways and Means Committee ChairmanRep. Richard Neal, D-Mass., (left) and ranking member Kevin Brady, R-Texas. Chip Somodevilla | G...
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This myth debunked: You don’t have to be wealthy to hire a financial advisor
Your bank account balance doesn't have to stop you from being able to hire a financial planner. towfiqu ahamed | iStock | Getty Ima...
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Here are the new income tax brackets for 2021
2021 marginal income tax rates Individual Income Tax Rates Single Married Filing Jointly Head of Household 10% 0 to $9 ...
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These 3 tax moves will help you save, regardless of who wins the election
SDI Productions | E+ | Getty Images Set aside your panic over post-election tax policy and focus on something you can control: your...
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Higher taxes could be around the corner. How the wealthy might prepare
Former Vice President and presidential nominee Joe Biden gives remarks at UA Plumbers Local 27 Erie Training Center in Erie, PA on Octob...
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