7 Big Social Security Claiming Mistakes Couples Make
Start Slideshow While there married Americans hold many misconceptions about optimal Social Security claiming strategies, there are several key misunderstandings...
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Kestra Launches 2 New Model Portfolio Series
Kestra Investment Management, a financial advisory division of wealth management platform firm Kestra Holdings, announced Thursday it has launched two new model portfolio...
FINRA Warns of Ongoing Fake-Email Scam
What You Need to Know Bad actors are sending phishing emails from addresses similar to FINRA's, the regulator says. FINRA...
Fidelity Launches Active Muni Bond Fund
Fidelity Investments on Wednesday announced the launch of the Fidelity Municipal Core Plus Bond Fund (FMBAX), adding to the investment company’s active...
Goodbye, Wirehouses: Why 3 Young Financial Advisors Broke Away
Growing Without Sales Pressure Cyndeo Wealth Partners is another RIA operating under the banner of Dynasty Financial Partners with roots...
Orion Launches Advisor Academy: Tech Roundup
What You Need to Know Orion Advisor Academy is a new, on-demand learning platform designed to help advisors improve and...
Rule of 55 vs. Section 72(t): Which Is Better for Early Withdrawals?
The main benefit is flexibility. The Rule of 55 allows 401(k) withdrawals in any amount. Withdrawals under Section 72(t) must be calculated using one...
Career pointers in this industry…
Hey everyone. So some background; I’ve been at a smaller BGA since the end of 2020, I started as an...
8 Ways Secure 2.0 Act Affects Retirement Plans
5. A new matching rule for employees who hold student loans. Employers will be able to adopt a new matching...
Inside the Secure 2.0 Regulation Writing Process: Insights From a Treasury Veteran
J. Mark Iwry helped design the regulations that shape your clients’ retirement finances. Today, he’s getting extra attention because of...
