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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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Fidelity Investments' 2017 Millionaire Outlook Study found that members of Generations X and Y now comprise 18 percent of the nation's millionaire population, up from 8 percent in 2012. Further, Fidelity projects that, by 2030, Gen X/Y...

source: Plan Adviser

Company benefits and perks are an essential and much appreciated part of compensation, but staying on top of changes every fall can be a chore. "Most people don't look at their complete packages every year," said Eric Roberge, certified financial planner and founder of Beyond...

source: CNBC

The Internal Revenue Service, working in partnership with state tax authorities and the tax preparation industry as part of their Security Summit initiative, reported significant progress recently in the battle against tax-related identity theft, with new steps planned for...

source: Accounting Today

Advisors are most successful when they do one thing above all else: work in close partnership with clients over time. To ensure you are consistently giving this close attention, you should take them through a series of five relationship-building meetings that are designed...

source: On Wall Street

Beginning this month, advisory firms preparing their annual ADV updates will have to calculate and report assets held in accounts that have a standing letter of authorization to move money or pay bills to third parties. Since most firms are on a calendar year cycle, the...

source: Financial Advisor

You know it's important to manage your investments, but do you ever wish it took less time? Many investors tell me that time holds them back from true investment success. They want to make educated investment decisions, but they find that other life responsibilities put...

source: Forbes


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