9 Strategies for Handling RMDs
There’s no time like the present to get up to speed on the RMD rules.
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Financial Guidance
Firm Makes its Mark in Serving the LGBT Community
Jen Hatch, who honed her financial skills on Wall Street, working at JP Morgan and Bear Stearns, took hold of Christopher Street Financial in 1997, after the death of owner and founder Robert Casaletto to HIV.
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How Financial Advisors Can Choose Their Niche
You can't be everything to everyone, nor should you want to be if you've chosen a career as a personal financial advisor. In a world of over 7.5 billion people, standing out is not only an art form, it's essential – especially if you're self-employed.
How to Achieve Financial Independence Without Retiring Early
ACHIEVING FINANCIAL freedom doesn't have to be a goal reserved for extreme personal finance obsessives.
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How to Deal With a Market Dip if You're About to Retire
Making some smart moves now can protect your nest egg—and your retirement plans.
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The Best Way to Bankroll Your Kids
More parents seem to be providing financial support to their adult children, by offering free room and board, footing the bill for big-ticket items, or covering routine expenses long after kids flee the nest.
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The Case For (and Against) Spouses Having Joint Checking Accounts
Learn how to evaluate the pros and cons of having a joint bank account with your spouse.
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The Financial Challenges of Women in Transition
Women in transition face many unique financial hurdles, from divorce to selling the family home.
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What Does a Financial Advisor Do? Advisors Share Their Day-to-Day
The financial advisor career involves much more than investment planning.
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What Every Company 401k Plan Fiduciary Needs to Know about MEPs
As we inch closer to a reality of a universal 401k MEP, companies are no doubt interested in knowing more about them. What are they? How might they benefit employers and employees? What are some important questions to ask about them? What are some common misconceptions about them?
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