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11-20 of 26

The Most Important Questions For Your First Meeting With A Financial Advisor Wed, Dec 01, 2021 ......This is true for any financial situation, including those outside of losing a partner or spouse. Start by finding a fiduciary, fee-only advisor, ideally someone who is a Certified Financial Planner™, so you’ll know you’re in the hands of a prof... Read More

By Stacey Francis as seen at Forbes.com

SEC Slams Almost All Robo-Advisors With Deficiency Letters Thu, Nov 11, 2021 As the number of robo-advisors explodes, the Securities and Exchange Commission has honed its examinations on interactive digital investment advisors, including those that offer discretionary advice, uncovering a wide swath of deficiencies at almost ... Read More

By TRACEY LONGO

INVEST IN YOU: READY. SET. GROW. Financial advisor, financial planner or robo-advisor? Here’s how to find the right help to manage your money Mon, Aug 23, 2021 .......check for advisors who are regulated as fiduciaries because they are required by law to look out for their clients’ best interests. Read More

By Michelle Fox

Elimination Of Stepped-Up Basis Looks Unlikely, Schwab Lobbyist Says Thu, Jun 10, 2021 President Biden’s proposal to eliminate the step-up in basis for calculating inheritance taxes is getting the cold shoulder from both Democrats and Republicans, Schwab’s top Washington D.C. lobbyist told advisors today....... Read More

By Tracey Longo

How to Possibly Pay 0% in Taxes on Your Taxable Investment Gains Thu, Apr 29, 2021 Don’t miss out: Certain people with low enough taxable income can sell stocks or mutual funds to convert their taxable gains into tax-free money. Here’s how... Read More

By by: Mike Piershale (as seen at Kiplinger.com)

New Investors Discover Tax Pitfalls of Robinhood and Other Trading Apps Mon, Apr 19, 2021 Common tax-minimizing strategies are difficult or impossible to implement on the trading platforms that have boomed in popularity in the past year. Read More

By Laura Saunder in WSJ

Can I Deduct My IRA On My Tax Return? Thu, Feb 25, 2021 Is a contribution to an individual retirement account (IRA) tax-deductible? For many of us, the short answer is: You bet! That’s what IRAs are for. However, there are rules and limits. Read More

By By Amy Fontinelle at Investopedia

Colby Donovan & Chris Cannon, CFA - Tamar Frankel: State of the Union with the Godmother of Fiduciary Tue, Feb 23, 2021 CFA Society of Orlando: Investors First Podcast 40: Tamar Frankel: State of the Union with the Godmother of Fiduciary hosted by Colby Donovan and Chris Cannon, CFA Read More

Fee-based vs. fee-only financial planners Tue, Jan 26, 2021 Although “fee-based” and “fee-only” financial planners sound similar, they both have different fee structures and different obligations to investors. Here’s what you need to know about fee-based vs fee-only financial planners. Read More

By Bea Bishoff

What You Need to Know Before Lending Money to Family Thu, Jan 21, 2021 ......Carefully consider what you’re entering into and take the time to determine whether the arrangement makes sense from a relational perspective and in terms of wealth planning....... Read More

By Peter Lazaroff

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