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By Marlene Y. Satter, AdvisorOne |
April 30, 2013
Will you or your client be one of the 70% of people over 65 who will need long-term care? Genworth’s annual study on the cost of LTC indicates that if you are, you will be paying more for it this year.
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By Michael Finke |
April 1, 2013
Too much information can be as harmful to retirement plan decisions as too little.
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By Melanie Waddell, AdvisorOne |
March 19, 2013
Congress is abuzz with activity this week as lawmakers start overhauling the tax code and plan to finish a continuing resolution to fund the government.
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By Marlene Y. Satter, AdvisorOne |
March 7, 2013
FINRA and the SEC recently acted on issues that included the fleecing of 31 NFL players via high-risk casino securities and a rep who conducted a Ponzi scheme under his firm’s nose.
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By Martin Crustsinger, AP Economic writer |
February 28, 2013
Jacob Lew is scheduled to be sworn in Thursday as Treasury secretary and will have to hit the ground running.
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By John Sullivan, AdvisorOne |
February 7, 2013
Far from “dying on the vine,” the SEC fiduciary issue will remain in play, TD's Skip Schweiss says.
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By Michael S. Fischer |
February 5, 2013
In the states whose tax systems most favor high earners, low-income families pay up to six times as high a share of their income as the wealthiest families, according to a report by the Institute on Taxation and Economic Policy.
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By John Sullivan, AdvisorOne |
January 31, 2013
Former Secretary of State Condoleezza Rice received a warm welcome from a receptive audience at TD Ameritrade Institutional’s annual conference.
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By Melanie Waddell, AdvisorOne |
January 21, 2013
While the fiscal cliff deal that was approved by the House and Senate on Jan. 1 was good news in that it sent the markets soaring and includes some changes that make financial planning easier, critics of the deal say that it fails to remedy the fiscal challenges that lie...
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By Michael S. Fischer, AdvisorOne |
January 7, 2013
Rankings by Phoenix Global Wealth Monitor show some surprising findings on which states have the most millionaires.