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More than half of the country's top housing markets are considered overvalued.
June 11
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Once the asset reserves of the twin trust funds become depleted, 79% of the benefits would be payable from the funds’ projected income at that time.
June 5
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Advisors share client anecdotes that made them stop and say “huh?”
June 5
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The health-care program for the elderly and disabled covers about 58 million Americans.
June 5
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The gap for brand-name prescription drugs for Medicare beneficiaries is likely to narrow down to 25% of drug costs from the scheduled 30% next year.
June 1
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To avoid a hefty tax bill when taking withdrawals from retirement accounts, clients should consider holding their assets in three "tax buckets.”
May 31
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Some may be afraid to deploy cash into stocks now because they think the market will tank sooner rather than later.
May 31
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Clients who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.
May 30
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Investments as a percentage of HSA assets are growing, but advisors should give clients a complete picture of risks and rewards.
May 30
