Financial planning news from around the web: Jan. 14 – 18, 2019

Written on Jan 16, 2019

In case you missed them, here are some recent interesting financial planning news items from around the web.

Will taxes unravel client retirement plans?
Retirement planning is complicated. You need to understand how taxes impact the many moving parts of your clients’ finances in retirement. In this Personal Financial Planning podcast episode, you’ll learn some of the strategies and considerations you’ll need to help their clients succeed.

5 retirement planning tips for tax clients
Tax issues are a big part of nearly every major life moment, and retirement is no different. Your clients will gain long-term financial security with these tips.

SEC shutdown opens the door for fraud
Investment fraud is on the rise, and the SEC, which is supposed to be Wall Street's cop on the beat, is closed for business.

Hard financial lessons learned from the government shutdown
As the Federal Government continues, there are many unfortunate stories about the personal hardship thousands of Americans are facing. How can Americans better position themselves for their next setback?

Tech Corner - Data privacy: How to be worthy of consumer trust
If you want customers to be loyal to your company or to your brand, you need to protect their data and treat it with respect.

 

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