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Think Advisor
10 小时
How Clients Can Spend Health Savings Dollars Wisely
As we move deeper into the fourth quarter, many individuals may be starting to focus on spending down dollars in their tax-preferred health savings accounts (HSAs), health flexible spending accounts ...
Think Advisor
12 小时
12 Least Affordable Metro Areas for Real Estate: 2024
© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request ...
Think Advisor
12 小时
Will Lower Medicare Drug Prices Cut Retiree Health Care Costs?
Lower drug prices are likely to result in more costs being shifted to working Americans. New versions of drugs and compounds ...
Think Advisor
12 小时
The Many Reasons Why Friends and Family Need Insurance
When people enter the insurance industry, they are often advised to invite friends and family to become clients first. If you ...
Think Advisor
13 小时
Social Security’s 2025 COLA Helps, but Seniors Still Face Cost-of-Living Crisis
One analyst observes that the 2.5% monthly benefit increase, while welcome, won’t even cover a week of groceries.
Think Advisor
14 小时
For More Business, Get Out of the World of 'Get'
In the give world, when you eventually talk about your planning or management fees, or premiums, they already have a sense ...
Think Advisor
14 小时
How AI Will Transform Advisors' Investment Management Workflow
Generative AI will address this problem and many others. In the future, advisors will be able to generate portfolio ...
Think Advisor
14 小时
Fidelity Reports Data Breach Hitting 77,000 Clients
A third party opened two Fidelity accounts and used them to obtain customers' personal data, the company says.
Think Advisor
15 小时
ETF Investors Are More Confident in Their Portfolios, Schwab Finds
Exchange-traded-fund investors are more confident in their holdings and express more optimism about the market than non-ETF ...
Think Advisor
19 小时
Social Security COLA for 2025 Set at 2.5%
The Social Security Administration’s 2025 cost-of-living adjustment for Social Security beneficiaries will be 2.5%. The ...
Think Advisor
1 天
11 Worst States for Medicare Drug Plan Menu Cuts
The average number of compensation-paying plans available per county will range from 12, in Alaska, Hawaii and New York, up ...
Think Advisor
1 天
XY Planning Network Marks 10th Anniversary
The network has proven that serving younger clients is “not only viable, it’s profitable,” says CEO Alan Moore.
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