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The meaning of independence takes on many different forms for these 10 financial advisors, wealth management executives, entrepreneurs and other experts.
June 4
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With brokerages, consolidation, lawsuits and more, independence ain't what it used to be. Advisors who want to break away must contend with ever-changing options and obstacles to define their own version of independence.
June 4
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Simple, doable steps performed by in-house staff can begin a financial services firm's data security odyssey.
June 4
MJD Advisors -
State tax rates on capital gains vary across the country.
June 4
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Jay Lee is the Chief Technology Officer at Colonial Surety Company, spearheading the design and distribution of innovative technology. Colonial Surety, a leading direct and digital insurer, is dedicated to providing customers with a straightforward and seamless experience when purchasing insurance and bonds. The company's online platform, combined with exemplary customer service, simplifies the insurance-buying process and removes the hassle from these transactions.
June 3
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Advisors are faced with cutting-edge tech that will shape the industry, as well as questions about its reliability.
June 3
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For more than half of U.S. households, retirement isn't a finish line. It's just a different phase of the marathon.
June 3
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Sabrina Ticer-Wurr was a summer intern for Financial Planning through the Dow Jones News Fund in 2024.
She was a rising senior at Columbia University studying English Literature and East Asian Languages and Cultures. An aspiring business reporter, she was a deputy university news editor for the Columbia Daily Spectator, where she covered race/DEI and graduate schools.
June 3
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John Newcome brings extensive experience in the insurance industry and a wealth of knowledge to the clients he serves as Vice President and Senior Consultant with Kelly Benefits Strategies (KBS).
John serves clients ranging in size from 500 to 25,000 employees. He is a member of Kelly Benefits' Compliance Committee and the Kelly Benefits Technology Business Leadership Team.June 3
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The Section 121 exclusion and the step-up in basis are well known to financial advisors and tax professionals, but their clients will need to plan carefully to net the biggest potential savings.
June 3
