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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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Clients may come in having heard that the IRS actually audits relatively few returns. But the IRS is more than six times more likely to challenge returns than is commonly reported, according to H&R Block.

source: Accounting Today

Ameriprise study finds age is just a number, Citi names Natalia Murphy the Head of Trust and Wealth Planning for North America and SmartAsset launches SmartAdvisor matching program.

source: WealthManagement

U.S. benefits brokers are … well, they’re old. 56 years old on average, according to Independent Insurance Agents & Brokers of America. So benefits agencies and brokerages have spread their arms wide, eager to welcome young advisers to the industry and repopulate...

source: Employee Benefit Adviser

According to a study report, the strongest predictor of an account not being lost was the respondent’s knowledge of how to contact the company holding the account; accounts held by respondents who reported being able to do...

source: PlanAdviser

Half of Americans aren’t on track to generate enough income to cover essential expenses in retirement, according to a recent survey by Fidelity Investments. Of course, that means that the other half is mostly on track. The question is, do know whether you’re...

source: TIME

More than half of Americans are already caregivers or believe they will end up providing long-term care to someone during their lifetimes, according to a new study.

source: Financial Advisor


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