The CFP Board's new ad campaign to recruit new members is seriously funny - and an epic fail.
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Read about how your federal income tax may change when the TCJA sunsets on 12/31/2025.
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TikTok Finfluencers Are Providing Comically Bad Backdoor Roth Conversion Guidance
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Providing comprehensive, objective financial planning guidance requires me to be a fiduciary at all times. Brokerage and insurance licenses are antithetical to
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A case study in cognitive dissonance. Dave Ramsey and Robert Kiyosaki are two self-anointed personal finance rock stars whose popularity is undiminished in
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Dreading an Upcoming Long Drive or Flight? Tune into Acquired and you will wish the trip was longer!
According to the Wall Street Journal, "the smartest people in the room" are all listening to this podcast.
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Unlike the stock market, the bond market does not follow a random walk. Interest rates often follow relatively predictable trends and the Fed signals its
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Why do bond gurus keep predicting rate cuts when the Fed consistently tells investors it is committed to keeping rates high to quell inflation?
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Taxpayers should use 2024 and 2025 for tax optimization in preparation for the sunsetting of the Tax Cuts and Jobs Act.
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Did you report the interest on your treasury money market fund as fully taxable on your state return?
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The Implications of Next-Day Trade Settlement
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How rubber-stamped approvals of enormous premium increase requests will likely add to Hawaii’s Medicaid roll.
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