Nerd's Eye View
JANUARY 3, 2025
Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)
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Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
Nationwide Financial
OCTOBER 10, 2022
In 2022, that number dropped 15 percentage points to 48%. That number is actually lower than last year, which may indicate that investors are getting used to living with volatile markets. That number is 17 percentage points higher than it was last year. In 2021, 63% of FPs were optimistic in their 12-month outlook.
WiserAdvisor
FEBRUARY 21, 2023
Some studies also show that by 2034, the number of older adults will outnumber children. Due to the lack of technological know-how in the older generation, many scammers use new-age methods, such as obtaining passwords, account numbers, Social Security numbers, etc., Additionally, it also helps clients manage their money better.
Harness Wealth
MAY 2, 2025
A number of TCJA provisions are set to revert to pre-TCJA levels or disappear entirely, impacting both individuals and businesses. While the exact income thresholds will be adjusted for inflation, the number of brackets and the corresponding tax rates will change. tax-paying arena. What TCJA provisions will expire?
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