Rock-Star Academic Researchers with Conflicted Interests Say You Should Buy Index Annuities. Should You?
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This test drive of ChatGPT resulted in a Crash & Burn. AI has a long way to go before it is useful for content creation in the financial planning industry.
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At this time there is a bear market in just about everything - stock, bonds, real estate, cryptocurrency, etc. are all trending lower. This article explains
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We investigate the benefits and downfalls of bonds and CDs that have matured.
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A story which illustrates solutions to how policyholders should handle their insurance premiums
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The bill dubbed "Coronavirus Stimulus 2.0" offers new and notable provisions. Read more about what changes you should be aware of and gain access to further
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Based on current market trends can we expect the current bubble to burst? We offer historical examples and analysis to respond to this question our clients and
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How financial scams can begin with online seminars and transpire into difficulties for clients. This story also outlines the solutions for handling the
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These essays offer real life examples from my practice of how the biggest planning mistakes people make have everything to do with miscues, oversights, and/or
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How can EP documents influence the ability to secure your financial life?
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Will the new CFP Board Managing Director of Enforcement change the Board's history of feckless enforcement? Likely not...
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The scope and sophistication of cybercriminals is beyond scary- we offer two examples of what modern scams look like and how to counter threats.
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