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Trump tax breaks are set to expire after 2025. Here's what advisors are telling their clients
CNBC· 4 days agoWith trillions of dollars in tax breaks scheduled to expire after 2025, financial advisors are...
EP Wealth Advisors LLC Buys Shares of 19,064 Under Armour, Inc. (NYSE:UAA)
ETF DAILY NEWS· 2 days agoEP Wealth Advisors LLC purchased a new stake in Under Armour, Inc. (NYSE:UAA – Free Report) during the...quarter, HoldingsChannel reports. The firm purchased 19,064 shares ...
Are you prepared for your first year of retirement? Here are five things you might not see coming...
Moneywise via AOL· 9 hours agoGet ready for an adjustment period Even if you have a smart plan for retirement, there’s still an...
When I Claim My $3,000 Social Security, Will My Wife Automatically Get a Spousal Benefit?
SmartAsset via Yahoo Finance· 2 days agoHowever, they won’t receive these payments automatically. Instead, they must file with the Social...
Timothy Plan High Dividend Stock ETF (NYSEARCA:TPHD) Shares Bought by Slagle Financial LLC
ETF DAILY NEWS· 6 days agoSlagle Financial LLC lifted its holdings in shares of Timothy Plan High Dividend Stock ETF (NYSEARCA:TPHD – Free Report) by 100.0% during the 4th quarter ...
Ex-CNBC Financial Analyst Arrested by FBI After 3 Years as Alleged Fugitive
People via Yahoo Finance· 4 days agoAdditional charges he faces relate to a second company in which he worked as CEO and chief...
Why entrepreneurs are different when it comes to financial planning
InvestmentNews· 5 days agoWell, apparently those differences from traditional employees extend to financial planning as well,...
Morgan Stanley Notches Win in $900K Deferred Comp Case
Barrons.com· 4 days ago“We are gratified that after fully evaluating all the evidence, the panel reached the correct...
The WealthStack Podcast: Bringing the Power of Planning to Philanthropy
WealthManagement.com· 1 day agoThis growing interest in philanthropy demands a more integrated approach to planning, where giving is strategically aligned with overall financial goals. Platforms like PhilanthPro ...
Spartan Planning & Wealth Management Has $55,000 Stake in Capital One Financial Co. (NYSE:COF)
ETF DAILY NEWS· 5 days agoSpartan Planning & Wealth Management grew its holdings in shares of Capital One Financial Co. (NYSE:COF) by 13,966.7% in the fourth quarter, according to the company in its ...