Tag #Financial Planning

cnn.com
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Retirement Planning: Beyond the 4% Rule

This article examines the 4% rule for retirement withdrawals, highlighting its limitations and suggesting a hybrid approach using annuities to balance guaranteed income with investment flexibility.

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40% Bias Score

cnbc.com
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Tax Credit for Family Caregivers: A Promise and its Implications

President-elect Trump's proposed tax credit for family caregivers is examined, along with the financial strain faced by caregivers and the broader implications for elder care.

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theglobeandmail.com
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Managing Intergenerational Wealth Transfer

This article explores the anxieties surrounding intergenerational wealth transfer and outlines various strategies, such as trusts and annuities, to ensure responsible and cautious distribution of assets.

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40% Bias Score

Reduced Inequality
theglobeandmail.com
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Market's Trump Rally: Short-lived Euphoria?

US stock markets rallied after Trump's reelection, but concerns remain about potential economic instability. Financial advisors are urged to reassure clients and maintain a steady approach.

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