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Donald Trump defends paying no federal income taxes on some of his returns from decades ago.
September 27 -
Benefits are not capped at a predetermined level. They are based on two variables: a client’s highest earnings over 35 years and their age when they file for benefits.
September 19 -
The surge of women in the workforce in the 1970s and 1980s means that they have job skills, connections and careers that they can continue to pursue, says Ben Steverman.
September 14 -
In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.
September 13 -
Political discussions can be a kind of third rail, but planners can — and should — undercut the worry.
September 8 -
"The uncertainty is often more stressful than the reality" when it comes to planning for a change in administration.
September 2 -
Clients are anticipating volatility and favoring defensive allocations no matter the outcome, say advisers who participated in a recent poll.
August 18 -
Miscalculations, assumptions, planners missing the point — find out how it all can go awry, and what can be learned after the dust settles.
August 17 -
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The lawsuits claim the universities failed to follow ERISA laws since retail mutual funds were among the investment choices instead of lower-cost versions.
August 10