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“The advice I give is to calculate the financial impact for each option,” an expert says.January 15
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With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.January 2
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Payouts from pensions and tax-deferred accounts are usually not taxed in states without a state income tax or with levies only on interest and dividends.October 29
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Since 2011, when Occupy Wall Street protesters rallied under the slogan “We are the 99%,” the income threshold for the top 1% is up an inflation-adjusted 33%.October 22
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Armed with some specific details, advisors can explain why the seductive option is both too good and too good to be true.October 11
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Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.October 4
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With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.October 1
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Plans can quickly deteriorate as a result of poor planning and inaccurate assumptions about the future.September 26
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Establishing an S corporation would protect their profits from federal income taxes of more than 23.8%, an expert says.September 24
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Many pin the blame on stagnant or dwindling income, according to a new survey.August 22
