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What’s new for Social Security and Medicare this year
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Not only did Social Security benefits increase in 2023, but Medicare Part B premiums declined for the first time in more than a decade, resulting in larger net Social Security benefits for most retirees.
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Wells Fargo Advisors keeps focus on simpler pay plan for advisers in 2023
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Executives at Wells Fargo Advisors introduced the 2023 compensation plan for its 12,011 financial advisers, in what its executives believe will be seen as a continuation of the effort to simplify pay at the firm and reward financial advisers.
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Turns Out Money Can Buy You Happiness - a New Study Says
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A new study reexamines the link between income and contentedness. Despite common belief, the more money you have, the happier you might be.
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The fraud that goes unnoticed
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Why a group of researchers thinks that, on average, 10 percent of public companies commit securities fraud each year.
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Taxes 2023: Here are the biggest tax changes this year
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Some of this year’s biggest tax changes are those tax breaks you won’t get — after pandemic-era credits expired.
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SECURE 2.0 Act Changes 401(k), IRA, Roth, Other Retirement Plan Rules
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The SECURE 2.0 Act makes major changes to retirement savings plans. Here’s what you need to know.
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Outline - IYE - Overview & Estate Law Changes - Stephanie Winstead - Spring 2023
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“Overview & Estate Law Changes” Presentation by Stephanie Winstead for the Spring 2023 workshop series
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Outline: IYE - Charitable Opportunities - Don Vivrette - Spring 2023
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“Charitable Giving” Presentation by Don Vivrette for the Fall 2022 workshop series
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Ask First Form - Don Vivrette
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2023: ASK First Form signed by Don Vivrette
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Ask First Form - Stephanie Winstead
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202: ASK First Form filled out by Stephanie Winstead
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