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“Tax Update” Presentation by Marty McNamara for the spring 2021 workshop series

2021: ASK First Form filled out by Marty McNamara

44 different designations used by financial advisers specializing in helping older clients are confusing at best

The National Financial Educators Council (NFEC) revealed the results from its annual financial literacy testing data. See how many Americans passed the financial literacy test and where there is room for improvement.

a shocking 70% of high net worth families lose their fortune by the second generation, according to wealth consultancy the Williams Group

In an annual survey by Fidelity, more than two-thirds of respondents reported a financial setback such as a job loss or health emergency in 2020. Here are some of the biggest and most common pitfalls.

Countless wealth management firms, insurance companies and fintech providers are promising to deliver financial wellness, but few can offer a coherent definition, let alone a clear approach to providing it.

For the first time since 2014, Wells Fargo Advisors is increasing the dollar amount of revenue a financial adviser must produce to get a higher payout, meaning advisers could see a slight decrease in monthly compensation in 2021

“Case Study and Review” Presentation by Steven Bemis & Peter Kote for the fall 2020 workshop series