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After the Blue Tsunami, Congressional Democrats Eye Tax Breaks and Hikes

But Trump’s veto may block initiatives including expanding family tax credits and tax increases on the wealthy, the Tax Foundation says.

'There's Plenty of Income to Be Earned': Schwab

You can reassure clients confused about fixed income that they have good opportunities regardless of the Fed's next move.

New SEC Rules Will Create More Work for Advisors

Advisors must be prepared to answer the more nuanced questions about their compliance efforts, say securities attorneys.

The Most Important Number for Retired Clients

I used to think it was the income-replacement rate or withdrawal rate, but I've changed my mind. Here's why.  

Why Social Security Should Be Optimized, Not Maximized

The recently announced COLA adjustment is a great reason to revisit and discuss Social Security claiming options with clients.

Allspring Launches ETF Share Classes

Job seekers Tailor Applications to Avoid Sounding Like AI But Use It in Their Search

A new survey by Greenhouse shows most candidates are open to an AI interview, but they want employers to be upfront about their own use of AI.

Every Difficult Client Is Wearing a Sign That Says ‘Fear’

Spot behavioral-style clashes, stop answering emotion with logic, and use a six-step process to get back on the same side of the table.