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It looks bright, says the CMO of Carson Group — but only if advisors face up to the problem and actively convert it into an opportunity.1h ago
Chief Marketing OfficerCarson Group -
Failing to enroll in a health care plan and taking on a hefty student loan debt are just two of the most common blunders younger clients should avoid.9h ago
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Despite the exodus, all of the mutual funds and ETFs on the list posted net gains for the year.11h ago
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"A long life is wonderful, but it is also costly and a bigger drain on resources," an expert says.December 10
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Clients who have yet to make withholding adjustments to cover their tax liability still have time to avoid the extra burden.December 10
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Those in the workforce will not owe taxes on rollovers to traditional retirement accounts, but will face consequences using the strategy with a Roth.December 9
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Current employment contracts benefit companies and silence women, according to an In|Vest West panel of advisors and industry professionals.December 9
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The gender gap is alive and well when it comes to career timeouts and savings often take the hit.December 9
senior vice presidentAscensus
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Clients who own a business may be eligible for a 20% deduction as a result of tax overhaul. For those who don’t qualify, there are other savvy strategiesDecember 9
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Of all the end-of-year financial faults affecting workers, this one could cause them to end up working longer than they had intended.December 6
