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What’s the BIGG Idea in Retirement Income Asset Allocation?

The multipurpose role of fixed income funds in retirement security. (DoubleLine)
Dorothy Hinchcliff -

5 Language Mistakes Advisors Should Avoid

These common marketing errors could cause reputational damage and liability and regulatory risk. (By Jeffrey Briskin)
Jerilyn Klein -

Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.
Rethinking65 -

Washington State’s LTC Program May Get Nixed

In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.
Dorothy Hinchcliff -

Planning a Thoughtful Wealth Transfer

There are many ways to harness the step-up in basis while ensuring financial security — and many pitfalls. (By Mallon FitzPatrick)
Jerilyn Klein -

IRS Accepting Applications for Tax Preparation Program Grants

Participating organizations provide free tax counseling to seniors and underserved communities.
Rethinking65 -

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