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Social Security Fairness Act: Planning Considerations For The Repeal Of The Windfall Elimination Provision (WEP) And Government Pension Offset (GPO)

Nerd's Eye View

But historically, a subset of workers that spent at least part of their careers in positions that did not pay Social Security tax – including many state and local government workers like teachers and police officers – have had their Social Security benefits reduced, sometimes down to $0.

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5 Compliance Tips From a Financial Advisor Marketing Consultant

Indigo Marketing Agency

Compliance is not a “set it and forget it” part of your business; instead, it should play an active role when crafting financial services marketing materials, client communication, blog posts, etc. Even if you are a small operation, anyone creating communication on behalf of your business should be following the same rules.

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Regulation requires us to lead with advice, not products  

Million Dollar Round Table (MDRT)

And that’s gone across into our social media communications. We’re talking on social media about things that can help people learn more, understand more, and engage more with us as financial planners and also as a financial planning community. Lead with advice and understanding them and what it is they really need.

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Stocks vs. Bonds: Historical Returns, Risk, and the Case for Both

Darrow Wealth Management

while bonds are broken down by duration and sectors (for example government bonds such as municipal or Treasury bonds or corporate bonds, including investment grade or high yield bonds), etc. For example, stocks are categorized by sectors, region, market capitalization, style, etc.

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Proactive, high-touch client experience: Communication and transparency.

SEI

Investor relations Our leadership team Newsroom Locations Careers Featured Login Contact us Careers US US EMEA Canada English Canada Français Our sites US EMEA Canada English Canada Français Overview Outsourced chief investment officer (OCIO) Proactive, high-touch client experience: Communication and transparency.

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Three Things – Macro Thoughts

Discipline Funds

But the risks should be communicated so investors can build appropriately corresponding financial plans and portfolios. Since April 2nd the US government has pulled in about $97B. Which, of course, is a very personal question. Temporal perspective sustains patience which creates behavioral robustness.

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How IRS Updates in 2025 Could Impact Your Tax Practice

Harness Wealth

In this article, we break down the most critical IRS updates for 2025 and what they mean for your advisory strategies, client communication, and competitive positioning going into a pivotal year for the profession. These changes touch everything from estate planning to gig economy reporting—and they demand more than reactive form filing.