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“Show Clients Your Face” and Other Advice for Zoom Calls

InvestmentNews
May 01, 2020

With the COVID-19 pandemic continuing to change the way financial advisors do business, being able to remain level-headed during tumultuous times is key to effective crisis communication.

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The CARES Act Allows You to Tap Retirement Savings—But Should You?

Bankrate
May 01, 2020

As people across the country continue to take advantage of the CARES Act and use retirement funds to make up for cash shortfalls during the COVID-19 pandemic, financial advisors are still counseling caution.

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13 Financial Moves to Make After Losing a Spouse

Kiplinger
Apr 29, 2020

One of the worst experiences a person can suffer through is the death of their spouse or partner, not only emotionally, but financially as well. Without careful planning, the passing of a loved one can derail retirement plans and lead to even more struggle for those bereaved.

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Wade Pfau, PhD, CFA

Wade Pfau: The 4% Rule is No Longer Safe

The Long View Podcast by Morningstar
Apr 29, 2020

In our current period of record economic unrest and unprecedented stress on the market, many of the long-understood guidelines of financial planning have to be reconsidered, and one of these is the 4% rule of portfolio withdrawal during retirement.

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Low Interest Rates Challenge Retirement Investors

InsuranceNewsNet
Apr 27, 2020

In the face of historically low interest rates and the COVID-19 pandemic, the normal rules of retirement planning no longer apply: specifically, that a 4% portfolio withdrawal every year is a sound financial strategy.

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Retirement Concerns are Booming Because of COVID-19

The Motley Fool
Apr 23, 2020

If you or your clients’ retirement portfolio is being hammered by the instability of the COVID-19 market, what can you do to ensure savings don’t get wiped out? The first step is recognizing you’re not alone.

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Financial Planners: Chase’s HELOC Pause Could Give Reverse Mortgages and Advantage

Reverse Mortgage Daily
Apr 23, 2020

With the state of the COVID-19 financial market, JPMorgan Chase recently announced it would stop taking applications for home equity lines of credit (HELOCs). This means people may have to look elsewhere for financial relief, including reverse mortgages.

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The 2020 IA25: Michael Finke

ThinkAdvisor
Apr 22, 2020

The ThinkAdvisor 2020 IA25 Awards, recognizing thought leaders, experts, and innovators in the financial services profession who are blazing trails during these uncertain times, is out now—and we’re pleased to announce The

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The CARES Act of March 2020 and its Impact on Retirement Plan Distributions

Apr 21, 2020

Prepared By:  

Arthur Prunier Jr, PhD, RICP®

Instructional Assistant – RICP® program, The American College of Financial Services

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2019 Philanthropy Report: Philanthropy Tank

Apr 21, 2020

A shark evolution in giving.

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