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1. • I'm Selling My House and Netting $675k to Downsize for Retirement. How Can I Avoid Capital Gains...

     SmartAsset via Yahoo Finance· 2 hours ago

     It's often said that buying a house is one of the best investments you can make. And, just like any investment, it comes with tax issues. With an investment like stocks or bonds, the profit ...

2. • 

     Which Do I Need: A Tax Advisor or Financial Advisor?

     SmartAsset via Yahoo Finance· 4 days ago

     Taxes can be confusing and you might have questions about how to file or the best ways to minimize what you owe to the IRS. But who do you turn to for...

3. • 

     Learn More About Michael Bagley CFP in Santa Rosa, CA.

     US News & World Report· 2 days ago

     Michael Bagley is a financial advisor in Santa Rosa, CA, and has earned his CFP. This professional...

4. • 

     Regulatory Roundup for May 2024 | JD Supra

     JD Supra· 12 hours ago

     In this edition, you will find one new SEC rule on cybersecurity breaches, one proposed rule requiring advisers to adopt “customer identification...

5. • 

     How to Give Clients What They Really Want | ThinkAdvisor

     ThinkAdvisor· 22 hours ago

     You enhance financial well-being but destroy life well-being. “Financial advisors must evolve into...

6. • 

     Should You Buy Sony Before Its Stock Split?

     The Motley Fool via AOL· 7 hours ago

     Specifically, the company will partially spin off its financial services unit in 2025. I find this move intriguing because companies often divest to...

7. • 

     A millennial who had a mini-retirement at 38 shares her strategies for achieving financial...

     Business Insider via Yahoo Finance· 1 day ago

     She no longer needs to strive for the highest-paying or most prestigious position, and she's...

8. • 

     5 Financial Steps for New College Grads in Their First Jobs | FOX 28 Spokane

     FOX 28 Spokane· 17 hours ago

     A 50/30/20 budget might be a good place to start. The last 20% should go toward savings goals and...

9. • 

     Is Archer Aviation Stock About to Take Flight?

     The Motley Fool via AOL· 8 hours ago

     The company's strategic initiatives, financial strength, and visionary leadership have positioned it to play a pivotal role in shaping the future of...

10. • 

      Rancher Turned Financial Advisor, Mark Leonard Reimagines the Future of American Agriculture

      USA Today· 24 hours ago

      President of LEO-LAND Inc, a diversified Iowa corporation with its wholly owned subsidiaries of...