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Weekend Reading For Financial Planners (May 18-19)

Nerd's Eye View

Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)

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Weekend Reading For Financial Planners (August 26-27)

Nerd's Eye View

Also in industry news this week: The SEC settled its first charges related to its new marketing rule with a firm that advertised 2,700% annual returns A survey suggests that older Americans prefer the term "longevity" to "aging", perhaps informing the way advisors discuss related issues with their clients From there, we have several articles on retirement (..)

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Retirement Planning: What Will Work Best for You?

Your Richest Life

Do you have a plan in place for your retirement? For many people, the extent of their retirement planning includes signing up for the plan at work – which is often more of a starting point than a comprehensive retirement plan. You can use multiple accounts to help boost your savings.

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Investing for Retirement: Strategies for Long-Term Success

Yardley Wealth Management

Take advantage of tax-advantaged retirement accounts such as 401(k)s, IRAs, and Roth IRAs to maximize your contributions and benefit from tax-deferred or tax-free growth. Learn more about retirement plan options here. Aim to contribute as much as you can afford to these accounts each year to accelerate your retirement savings.

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Tax Strategies for High-Income Earners 2025

Yardley Wealth Management

Click here and contact us for more information. In this comprehensive guide, we’ll explore proven strategies to help you minimize tax liability while staying compliant with current regulations. Consider working with a qualified tax professional to implement these strategies effectively and stay current with tax law changes.

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Financial Planning for the Latino Community

Tobias Financial

Additionally, financial habits such as lower contributions to retirement plans and reliance on tangible assets pose unique challenges. We provide these links as a convenience only and disclaim any responsibility for the accuracy of information on those other sites.

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Halftime Reading

Random Roger's Retirement Planning

The point is to understand that a portfolio that is valid for a long term investment plan will have periods where it lags in a frustrating manner. The information, analysis and opinions expressed herein reflect our judgment and opinions as of the date of writing and are subject to change at any time without notice.