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Minnesota lottery winner wins judgment over his charitable foundation's money
Tribune via AOL· 6 days agoPaul Rosenau bought a winning lottery ticket five years to the day his beloved granddaughter died....
EP Wealth Advisors LLC Sells 1,828 Shares of Citigroup Inc. (NYSE:C)
ETF DAILY NEWS· 1 day agoEP Wealth Advisors LLC lowered its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 13.7% in the 4th quarter, according to its most recent disclosure with the ...
Planning to Work Longer to Max Out Social Security? You Might Want to Have a Plan B
SmartAsset via Yahoo Finance· 3 days agoThe idea of working longer before claiming Social Security benefits sounds like a great retirement...
Why It’s Harder To Save for Retirement Today Than 50 Years Ago
GOBankingRates via Yahoo Finance· 23 hours agoAccording to a recent survey report released by the nonprofit Transamerica Center for Retirement...
Jeff Joiner of FNB Investments named to Forbes’ List of Top Best-in-State Wealth Advisors - The...
The Danville Advocate-Messenger· 6 days agoJeff Joiner, Vice President, Private Wealth Advisor of FNB Investment Services, a division of...
Accounting Firm Mergers & Acquisitions – Financial Advisory & Valuation Services For Success | JD...
JD Supra· 2 days agoMajor private equity firms including Hellman & Friedman, TPG, THL and Madison Dearborn have made significant investments in the mid-tier of accounting firm giants outside of the Big Four. Several ...
Women face a 'gender gap' in financial literacy. This investment coach is changing that.
The Providence Journal via Yahoo Finance· 6 days ago"I tell people when they come see me that it’s like a 1,000-piece puzzle that’s thrown on the table,...
Do You Have to Pay Taxes on a Trust Inheritance?
SmartAsset via Yahoo Finance· 4 days agoWhen making an estate plan, using a trust is a way to make passing assets - including both cash and physical assets - a bit easier. In fact, when using a...
Best VA loan lenders of June 2024
Yahoo Personal Finance· 3 days agoStars: 3.8 Key benefits A "Same Day Mortgage" promises loan approval — but not loan funding — within 24 hours of locking in a mortgage interest rate and...
Study: Too Many People Make This Mistake With Their Retirement Account
SmartAsset via Yahoo Finance· 7 days agoThe very essence of a retirement nest egg lies in the concept of patient growth and compounding of...
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