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“How Much More Will I Get?”: Calculating The Impact Of WEP And GPO’s Repeal On Social Security Benefits

Nerd's Eye View

However, not everyone will have access to their full earnings history, and individuals who find the Social Security website and identity verification processes to be too onerous to navigate won't necessarily be able to download their history.

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The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Carlyle Group Alternative Investments Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes by Dawn Lim Jun 26, 2025 2 Min Read Wealth (..)

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Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

Sponsored Content Alternative Investments Summit: Navigating the New Frontier Alternative Investments Summit: Navigating the New Frontier Apr 11, 2025 Carlyle Group Alternative Investments Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes Carlyle Makes New Retail Fund Push to Buy and Sell PE Stakes by Dawn Lim Jun 26, 2025 2 Min Read Wealth (..)

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Cerulli: Gen X Presents the Next Great Opportunity for Financial Advisors

Wealth Management

As a result, financial advisors should start honing the services Gen X members will likely benefit from the most, including retirement planning, estate and tax planning and mortgage refinancing. trillion annually over the next decade as part of the great wealth transfer, a new report finds. trillion annually.

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Making Sense of RMDs

Carson Wealth

Act have affected millions of Americans inheriting or leaving behind a retirement account. For estate and retirement planning purposes, its important to understand these rule changes and the tax implications. Download our Making Sense of RMDs guide to learn the full impact on your RMDs. The SECURE Act and SECURE 2.0

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Deals & Moves: Focus Partners Wealth Merges in $5.6B California RIA

Wealth Management

Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B based advisor Brandon Dixon-James has moved his book of business from Osaic to LPL Financial.

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Mastering the Call to Action for Financial Advisors: Stop Saying “Book a Call”

Indigo Marketing Agency

Stronger CTA Options That Actually Work Before someone is ready to meet with you, they might be more open to saying yes to something smaller, like a downloadable guide , webinar registration, or educational resource. It should be clear, compelling, and aligned with your overall marketing strategy.