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It Doesn’t Always Pay To Delay Social Security
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Some public employees may not be eligible for survivor benefits.
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Financial Advice For People Who Aren’t Rich
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For a couple of years now, a number of entrepreneurs have been racing to solve the same problem…
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Don’t Buy A House Until You Read This
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It is an empirical fact that on average, homeowners have a higher net worth than those who rent.
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Claiming Social Security At 70 Can Cost You
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Waiting to make sure you maximize your benefits may undermine retirement income. Yes, you read that correctly.
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It Is Time To Embrace Fiduciary Standard
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t is time to embrace a uniform fiduciary standard, Dick Averitt, the chairman of Raymond James Financial Services told a packed general session at its national conference for professional development.
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SEC Offers Primer On Selecting A Financial Planner
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Finding the right financial planner can be a confusing process. To simplify the search, the SEC has released a new bulletin that contains tips for finding one.
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What’s The Greatest Value An Adviser Offers
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Investors who worked with a financial adviser from 2006 to 2009 outperformed those that didn’t by 4%, and that gap becomes more pronounced in times of economic uncertainty.
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Don't Confuse Titles With Licenses, Warn SEC, NASAA
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Regulators tell investors to work with a professional who is licensed, as it affords investors ‘certain legal protections’.
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65-Year-Old SEC Ruling Shines Clear Light On Fiduciary Standard
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The Institute for the Fiduciary Standard has published a white paper that discusses the Six Core Fiduciary Duties identified by the Institute as embodying the major elements of fiduciary responsibility under the Advisers Act of 1940.
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3 Ways You May Be Throwing Money Away Without Realizing It
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According to a recent study published in Science magazine, if you’re poor and mismanage your money, you may be very capable of making good financial decisions.
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