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3 Charts That Show Why Investors Should Stay the Course Throughout Market Turmoil

3 Charts That Show Why Investors Should Stay the Course Throughout Market Turmoil From: www.morningstar.com What we’ve learned about sticking out bear markets, avoiding short-term losses, and not trying to…

Exclusive: At least $1 billion of client funds missing at failed crypto firm FTX

Exclusive: At least $1 billion of client funds missing at failed crypto firm FTX From: www.reuters.com • FTX founder Bankman-Fried secretly moved $10 billion in funds to trading firm Alameda…

5 Charts About the Super Concentrated Stock Market

5 Charts About the Super Concentrated Stock Market From: www.morningstar.com We may be entering a new bull market, but nearly all of 2023′s returns are from the largest stocks, including…

Let parents raise their kids

Let parents raise their kids From: news-journalonline.com Controversies about “free-range parenting” illuminate today’s scarred cultural landscape. Neighbors summon police in response to parenting choices the neighbors disapprove. Government extends its…

6 reasons why whole life is causing advisors (and clients) to take notice

…thought of as a bond or CD alternative. Insurance carriers guarantee an interest rate in cash values. Mutual companies like The Guardian Life Insurance Company of America also often provide…

How Pension Income Is Taxed

How Pension Income Is Taxed From: money.usnews.com Learn what to expect in taxes if you receive a pension in retirement. Some companies and government organizations provide a pension to their…

IRS Denies IRC Section 1035 Tax Deferral in Annuity Exchange

IRS Denies IRC Section 1035 Tax Deferral in Annuity Exchange From: wealthmanagement.com Taxpayer’s receipt of outright cash from original insurance company barred non-recognition A taxpayer inherited an interest in an…

Charitable Contributions

…plan makes gifts to charities. Charitable tax strategies for estate planning purposes can be among the most complex, and it typically makes sense to consult a professional. Commonly used strategies…

Seniors and Debt: How to Cope with Financial Setbacks Post-Retirement

…be able to afford health coverage upon retirement. So, if you’re worried, you’ve got plenty of company. Dental problems Oral care can get more complicated as you get older, with…

Secure Your Financial Freedom with These Tips

…can avoid costly lawyer fees. However, it’s essential to research your state’s specific regulations surrounding LLC formation to ensure compliance and a smooth process. Utilizing Tax Advantages Maximizing contributions to…