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In some cases, clients are advised to pay off their debt instead of putting money aside to retire.1h ago
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Younger clients are more savvy consumers who know how to minimize their expenses and are less inclined to spend on material goods, an expert says.November 13
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Major repairs are needed to ensure Social Security’s long-term stability, according to an expert.November 12
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Clients with children are advised to start saving early in a 529 plan to take advantage of the “tax-free or tax-deferred growth.”November 12
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With careful planning, they can be among the 72% of U.S. students to get need-based assistance.November 11
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The full balance won't belong to them until they are fully vested in their plans — especially if they're receiving an employer match.November 8
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There are attractive hedges against rising college tuition costs. But, not every student will benefit.November 8
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Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.November 8
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The products provide advantages that “help women build savings faster: tax deferral and generally higher rates than CDs or Treasurys,” an expert says.November 7
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The IBD network's AdvicePay integration could help the firm convert more retirement plan business into wealth management clients as it completes a record year for new assets.November 7
