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J.D. Power 2024 best financial advisor firms | Financial Planning
2024 ranking: 24 2023 ranking: N/A* 2024 score: 685 *The firm didn't appear in last year's rankings because the poll didn't reach at least 100 of its customers.
What will Trump's return mean for Medicare? - Financial Planning
Nov 11, 2024 · For many years, Republicans have floated plans to privatize Medicare, in part or in full. In 2016, former House speaker Paul Ryan famously proposed turning the whole program into a form of private ...
FP Magazine - Financial Planning
Read the latest from Financial Planning magazine including stories on RIAs, retirement planning, practice management, investments & insights from industry experts.
CE Quiz - Financial Planning
Read the latest from Financial Planning magazine including stories on RIAs, retirement planning, practice management, investments & insights from industry experts.
How the racial will gap affects wealth | Financial Planning
Nov 21, 2024 · Eliminating the so-called will gap would cut the stubbornly wide difference in wealth among the two races by "a modest but meaningful" 10% over three generations, according to a working academic ...
Edward Jones introduces flat-fee model for financial planning ...
Oct 9, 2024 · Edward Jones is becoming a pioneer among large wealth managers with a business model allowing its advisors to offer a comprehensive financial plan in return for a flat, annual fee.
Tax - Financial Planning
The IRS and its partners shared a half-dozen ways to safeguard your firm and your clients during National Tax Security Awareness Week.
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Planning for 2025's tax brackets and retirement rules
Nov 4, 2024 · An average inflationary adjustment of 2.8% under IRS guidance for 2025 released earlier this month came in lower than the 5.4% hike for this year and a boost of more than 7% across the seven ...