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2020 RICP® Market Volatility Flash Survey - Results Are In

Mar 04, 2020

Can retirement plans withstand market uncertainty? Two in three Retirement Income Certified Professional

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Here’s Why the Coronavirus May Clobber Your Retirement Plans

CNBC
Mar 03, 2020

As the coronavirus outbreak continues around the world, stock markets have plunged and many people are becoming worried the economic troubles will upset their retirement plans.

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Tax Tip Tuesday: Five Tips Your Clients Need This Tax Season, Part 1

Mar 03, 2020

Once again, March has arrived, and for most people that means they’ve arrived squarely in the middle of tax season.

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Three Stages of a Small Business Lifecycle and How to Prepare for Them

Mar 03, 2020

Starting and maintaining a small business, as well as supporting one, can be a daunting task at the best of times.

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The Retirement Panic Attack You Never Saw Coming

Forbes
Feb 28, 2020

When someone first retires after years of working and building up their assets, the idea of no longer getting a regular paycheck and starting to work off saved money instead of earning it can be unsettling--to some, even a source of recurring anxiety and panic.

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How to Get a Tax Deduction for Charitable Giving

Bankrate
Feb 28, 2020

While many people may be aware that charitable giving is a way to cut down on their tax bill while doing something good, it’s a bit more complicated than they might think--and might not help at all unless they know some of the basics of modern philanthropy.

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Top Tips for Protecting Your Assets

HerMoney
Feb 26, 2020

While no one likes to think about the end of their lives, especially when it relates to finances, planning for what will happen to your estate and other assets after you’re gone is a critical component of sound financial planning.

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401(k) Investors Dump Equities After Market Sell-Off

CNBC
Feb 26, 2020

As the stock market’s recent downturn continues, investment experts say we’re witnessing the highest levels of sell-offs and stock trading in nearly two years, particularly in 401(k) and other retirement accounts. But is it the right time to cut potential losses?

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Three Ideas Keeping Clients from Saving and How Advisors Can Address Them

Feb 25, 2020

Talking to clients about saving for retirement can be a bit like trying to convince your grandparents to use the internet. For many, putting money aside for the future--much like learning a new piece of technology--just doesn’t seem necessary.

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A New Road to Retirement Income

ThinkAdvisor
Feb 24, 2020

As the financial services sector continues to adapt to the SECURE Act, put in place at the beginning of the year, the question of how it will affect people’s efforts to save for retirement is still very much unsettled.

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