Tuesday 13 March 2018

The most effective approach to financial planning is one that integrates all components—investments, insurance, savings for education, savings for retirement, credit needs, charitable giving, tax planning and estate planning—into a unified, coordinated str https://t.co/foG09QXB20 https://t.co/ti9Tpufr35


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Monday 12 February 2018

If you’re expecting a tax refund this year, you need to have a good plan for your money. Maybe you already have the funds earmarked for some spending – but before you let your tax refund burn a hole in your pocket, remember that the government isn’t sendin https://t.co/dKRInTMyeW


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Tuesday 6 February 2018

Monday 5 February 2018

Monday 29 January 2018

With eye toward M&A, Kestra picks integration specialist as COO https://t.co/MVh4qmXrKn


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'Buried' by bureaucracy, Wells Fargo advisor jumps to Steward Partners https://t.co/UDG2CmPSiY


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Can we retire now? Retirement rules of thumb https://t.co/FVQCHbJ0Au


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"FI before it was cool" in the local news https://t.co/4ZywYy2upR


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Will threatened Broker Protocol upend advisors' career plans? https://t.co/zNkfmvshp8


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Tuesday 23 January 2018

FI/REy do-it-yourselfer type, but with bad habits and knowledge. Worth paying a financial advisor? https://t.co/nLiR1PR1PU


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A new tool to help slash portfolio management costs https://t.co/Fw9RxN29xT


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FIRE-wise, should we max out my wife's 403b + 457 + IRA if we can? https://t.co/UmG8yK2c2G


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Serving the special data needs of the UHNW client https://t.co/UqXerRUd5h


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You're so vain — I bet you think investing's about you https://t.co/LiKgu5er3J


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Monday 8 January 2018

The word "retirement" has pleasant connotations. It’s a life phase rooted in the American psyche. Workers look forward to it for years. After 40 or more years of the daily grind of work-life, in retirement we get to relax and do what we want – be it travel https://t.co/69H3eHZJJD


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Thursday 4 January 2018

Don’t buy a home because it’s a buyer’s market or just because of low mortgage rates. Buy a home because you want to be a homeowner. Buy a home because you’re settling down and need a place for live for at least five years. And only buy a home if you’re fi https://t.co/tZWQ7KrsAQ


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Wednesday 3 January 2018