Financial Pitfalls To Avoid During And After Divorce
Here are some common financial mistakes to avoid during a divorce: ...
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I’m a Financial Planner: 4 Moves My Middle-Class Clients Are Making Under Trump
With President Donald Trump back in the White House, middle-class investors are reassessing their financial strategies. Learn ...
Trump ‘Gold Card’ Could Attract More Rich People. Would They Be Good Clients for Advisors?
The proposal faces dubious legal prospects but could bring substantial wealth into the country, even if not on the scale the ...
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The Questions Any Good Financial Advisor Will Ask You When You First Meet Them
KYC rules regarding fraud, AML, and other criminal activites are designed to protect clients and catch felons like "The Wolf ...
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Planning for Healthcare Costs: How Financial Advisers Can Guide Their Clients
With rising costs, longer life-spans and the compounding effects of inflation, financial advisers must help clients create robust plans that help secure their financial future. Here’s a look at ...
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Using tech to help clients through divorce: Show Me Your Stack
Craig Robson, founding principal and managing director of Regent Peak Wealth Advisors in Atlanta, is a Certified Divorce ...
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Tax Cuts and Jobs Act expiration: A guide for financial advisors
President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But ...