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The Best Content for Financial Advisors to Attract Clients in 2025

Indigo Marketing Agency

The best content for financial advisors in this category addresses specific, actionable challenges that your target audience faces daily. Effective guides go beyond generic financial advice. Why are case studies important for financial advisors, and how should I present them? Instead, they dive deep into niche-specific issues.

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All the Tax Benefits You Need for Your Small Business

Harness Wealth

The calculation becomes increasingly complex for higher-income taxpayers , as it introduces factors such as W-2 wages paid to employees, the unadjusted basis of qualified property, and retirement plan contributions. These variables can significantly impact the final deduction amount, necessitating strategic planning to optimize this benefit.

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The great reassessment: Your cybersecurity strategy to kick start 2023

SEI

Nonprofits and healthcare organizations. Financial services organizations are at an inflection point as we usher in a new era of cybersecurity—one requiring a holistic approach. They require financial, healthcare, and government entities to ensure their systems’ and data security. Broker-dealers. The Sphere blog.

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The Importance of Retirement Planning for Senior Citizens

WiserAdvisor

This approach may include a mix of equities, bonds, mutual funds, and real estate, tailored to provide long-term returns that outpace inflation and contribute to a stable financial foundation in retirement. A successful retirement is the result of strategic planning, professional guidance, and the adept use of financial planning tools.

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10 Common Retirement Blind Spots You’ll Want to Avoid for a Secure Future

WiserAdvisor

According to the Fidelity Retiree Health Care Cost Estimate, the financial burden of healthcare in retirement is substantial. As a couple aged 65 in 2023, you may need approximately $315,000 saved (after tax) to cover your healthcare expenses. The absence of a dedicated healthcare fund can lead to unexpected financial hardships.