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A record 4.1 million Americans may retire this year: Financial planners say they should take these 5...
Fortune via AOL· 3 days ago"With a 401(k) or IRA, it is all pre-tax and subject to income tax, so the federal and state...
Financial firm Moisand Fitzgerald Tamayo honored by two national publications
Florida Today via Yahoo Finance· 5 days ago“We’re completely independent and a 100% locally owned organization, which allows us to focus on...
How to find someone you trust to help with retirement planning
The Week via Yahoo Finance· 1 day agoHow can you find a trustworthy retirement adviser? A good start is to narrow down what you are...
Is financial trauma holding you back from living your best life?
The Day· 1 day agoFeeling nervous about investing and other financial tasks is normal, but in some cases, it can be the result of financial trauma or abuse. Through several ...
InvestmentNews Awards 2024 Excellence Awardees - InvestmentNews
InvestmentNews· 11 hours agoFull rundown of all the finalists ahead of the inaugural InvestmentNews Awards on June 20.
Wealth managers' fear of using AI is subsiding - Tampa Bay Business Journal
The Business Journals· 4 days agoKaufman Rossin uses predictive modeling powered by AI to map out retirement scenarios that help clients make financial plans. Orlando-based certified financial< ...
Are there Cons to Early Retirement? There are a Few to Consider
Penny Hoarder via AOL· 21 hours agoFIRE, or Financial Independence, Retire Early, is a lifestyle movement that recently took the...
The AmeriFlex Group acquires The W Source
Private Banker International via Yahoo Finance· 6 days agoIn addition, the W Source is a statewide of chapters headed by female financial planners who want to create communities of support for one another in...
People, Places
The Wenatchee World· 5 days agoCongratsCordell, Neher & Company PLLC/CNC Financial Group LLC announced Jason Underwood received his certified financial
Are My Credit Card Rewards Taxable?
The Wall Street Journal· 3 days agoThe IRS views any cash back, points, miles or other benefits you earn through spending, as “more of a rebate or discount rather than taxable income,”...
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