Annuities Correlate With Improved Retiree Financial Behaviors, Survey Finds
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The inclusion of an annuity in an RIA client’s retirement income strategy has a positive impact on that client’s behavior—they’re…
Inflation Spurs Rethink of Retirement Savings Strategy, Survey Shows
[ad_1] Key Takeaways A new survey shows that inflation is causing 60% of retirement savers to rethink their strategy, with 75% saying they…
I Have $1 Million in Savings and a Pension. Should I Delay Social Security and Rely on My 401(k) for 8 Years?
[ad_1] If you have $1 million in a 401(k) and collect a pension, you may be in a position to delay Social Security until age 70. Doing so can…
North Carolina advisor takes $140M practice to Raymond James
[ad_1] A North Carolina financial advisor has switched to Raymond James Financial Services from Edward Jones where he managed almost $140…
I Keep My Long-Term Investments in a Separate Account so I Worry Less
[ad_1] Our experts answer readers’ investing questions and write unbiased product reviews (here’s how we assess investing…
Twice as nice: 4 tax breaks married couples can use to build wealth
[ad_1] By Elizabeth Ayoola Tax breaks are money in your pocket. Think about all the ways you can reinvest that money. This article is…
GLP-1 weight loss drugs creating an opportunity in 2 stocks: analyst
[ad_1] GP1-1 (glucagon-like peptide-1) drugs, originally developed as a treatment for diabetes, are shaking up some sectors. Developments…
Flanks grabs additional capital to automate wealth services in Europe
[ad_1] Image Credits: Flanks Flanks, which has built an API for automated wealth services, secured $8 million in Series A capital to…
Unwrapping the Truth: Parents Navigating Financial Hardship During the Holiday Season
[ad_1] The holiday season, synonymous with joy and celebration, often carries a hidden burden for many parents. Economic challenges, paired…
Charles Schwab’s Brokerage Dominance Is Safe—for Now
[ad_1] Financial advisor John Robinson was scheduled to move his clients’ funds to from TD Ameritrade over Labor Day weekend as part of the…