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U.S. court upholds Obama-era retirement advice rule
A U.S. federal judge on Wednesday upheld an Obama-era rule designed to avoid conflicts of interests when brokers give retirement advice, in a possible setback for President Donald...
How To Attract Wealthy Women Clients
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How to Grow Your Savings Every Day This Week
Quick ways to reboost your savings this week — LearnVest Tax tips for freelancers — Lifehacker 8 reasons you need to start buying local
Changing the Way You View Market Volatility
For those experiencing concerns over a 360 point in the Dow Jones Industrial Average, the decline needs be put into proper context. Wednesday’s
How Lower Fees Could Put Independents on Top
Asset management fees are coming down as lower-cost passive investments take center stage and calls for radical transparency in fee disclosure get louder This means change is coming to the wealth management arena as well, say industry experts How this plays out for individual advisors will depend on their technology platforms and, according to Shirl Penney, CEO of Dynasty Financial Partners , on their ability to articulate value and offer distinct services under clear pricing policies. New York-based Dynasty provides a la carte infrastructure support and related services to about 40 RIAs. For Penney, the fact of “fee pressure and the fear of margin compression” among wealth managers is “undeniable” as “the rate of innovation” in…
5 Tips To Survive Stock Market Volatility In Retirement
The first two weeks of 2016 have served as a ...
Why choose a CPA for all your tax needs?
Everyone knows about CPAs, right? Although you may often hear friends talk about meeting with their CPAs at tax time or when they need critical advice, in fact many people are not...
Prepare Your Clients to Retire Early With This Checklist
As a general rule, early retirement only makes sense for individuals who have enough saved to cover 70 to 80 percent of their pre-retirement income. For clients who insist, here are a few key areas to cover.
Your Money Matters: Retirement planning tips for women
Nancy Coutu Money Managers Financial Group 1211 W. 22nd Street Oak Brook www.monimgr.com Nancy's Tips: Save, Save, Save Women must save more than men do because they generally live longer. Wives live 8 to 10 years longer than their husbands if they are married when they're the same age. More than 75 percent of women will eventually be widows. I recommend dedicating 10 - 15% of your salary to your 401(k). If you can’t put that much away right now, at least save enough to take advantage of your employer match and build from there.