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College Planning
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Taxes
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Longevity
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Health
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Commonwealth Financial Network
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Events
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Rethinking Annuities
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Paula L. Green
Practice Management
Wealth-Transfer Planning Tips for Advisors: Cerulli
Female Clients
The Vicious Cycle Threatening Women’s Financial Futures
Money
Should Retirees Ditch the 60/40 Split?
Retirement Plans
Secure 2.0 ‘Saver’s Match’ May Boost Retirement Readiness
Taxes
Slott: Secure 2.0 ‘Landmines’ Ahead
Money
Why Separately Managed Accounts Deserve a Closer Look
LTC
The Crisis in LTC Coverage
ETFs
No End in Sight for ETF Explosion: State Street
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Judge Blocks Trump ‘Fork in Road’ Buyout Program
Even as the program was stayed, more than 60,000 federal employees have already accepted the buyout offer.
Keller to Retire as CFP Board CEO
The board announced today that Kevin R. Keller will retire as CEO, after serving nearly two decades as the organization’s leader.
Citi’s CEO Bucks Return-to-Work Trend
Citigroup CEO Jane Fraser is maintaining a hybrid work policy and believes it could be a competitive advantage.
Musk’s DOGE Agents Access Sensitive Government Personnel Data
The systems include a vast database with birth dates, Social Security numbers, appraisals, home addresses and more on government workers.
FPA’s CEO Dies of Cancer
The FPA’s chief operating officer will serve as interim CEO while the association begins its search for a successor.
Vanguard Announces Its Biggest Expense Ratio Reduction
The cuts across 168 mutual fund and ETF share classes will bring over $350 million in savings for investors.
Survey Finds Widespread Opposition to Reducing 401(k) Tax Benefits
ICI says its new study shows that Congress should keep its hands off defined contribution retirement saving plans.
