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President Joe Biden's budget proposal — which calls for sweeping tax increases on corporations and the wealthy — is the opening round of a looming tax fight.
March 11
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Election year, pending tax legislation and a convergence of the wealth management and tax industries are shaping advisors' approaches to filing season.
March 11
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Single women are poised to gain trillions of dollars in wealth by the end of the decade. Here's what financial advisors need to know about working with them.
March 8
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A pair of former wealth managers contend they were yelled at and suffered other retribution after raising concerns about sharing clients' information without their knowledge.
March 8
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Five experts shared insights on why Gen Zers defy stereotypes as the most recent data from the Fed displays their burgeoning net worth.
March 8
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Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.
March 8
Arrowroot Family Office -
The Fed reports that net worth increased by $11.6 trillion from 2022, or 8%, to $156.2 trillion.
March 8
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Roch Monnig, CFP, is a wealth advisor at Burney Wealth Management, one of the first registered investment advisor firms in Virginia, which encompasses a range of services including financial planning, investment management, tax planning, estate planning and retirement planning.
Monnig earned his bachelor's degree from the University of Tennessee, Knoxville in 2016 and became a certified financial planner in 2018.
March 8
