Sunday, June 13, 2021
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Dorothy Hinchcliff

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Money

Advisors Leave Retirees Asset Rich, Advice Poor

Dorothy Hinchcliff - 0
A new report says advisors are missing out on revenue by not adequately serving retirees.
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Money

Financial Literacy Reduces Money Stress, Finra Study Finds

Dorothy Hinchcliff - 0
A new report from Finra and George Washington University reveals most Americans were anxious about their finances — even before the pandemic.
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Money

Many Americans Can’t Cover Funeral Expenses

Dorothy Hinchcliff - 0
A new survey finds many Americans don’t have money set aside to cover the cost of a funeral.
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Money

How Taxes Reduce Retirement Income

Dorothy Hinchcliff - 0
Clients are likely to face double-digit tax rates on retirement income, according to a recent study.
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Money

Advisor Sees Divorce Dynamics Changing for Clients 50 and Over

Dorothy Hinchcliff - 0
Advisors are contending with new issues as more older people are getting divorced than ever before.
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Work Life

Some Encouraging Signs on Dementia for You and Your Clients

Dorothy Hinchcliff - 0
Recent research suggests that dementia may affect a lower percentage of people born after the World War II generation.
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Money

Clients Didn’t Get Stimulus Payments? They May Now Qualify for a Tax Credit

Dorothy Hinchcliff - 0
Even clients who didn’t qualify for those payments initially may qualify now.
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