February 18, 2019
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  • The IRS Tool You Need To Know About If You Are E-Filing Your Tax Return – Forbes

  • Altria Group Inc (MO) Shares Bought by Cliftonlarsonallen Wealth Advisors LLC – Fairfield Current

  • MP calls for new board for farming finance – 9news.com.au

  • Family finance: Early planning, high surplus to help Gawades meet goals easily – Economic Times

  • Texas' school finance system is unpopular and complex. Here's how it works – Standard-Times

  • Cuomo blames Trump tax plan for reduced New York tax collections – Accounting Today

  • TRUE Private Wealth Advisors Has $2.19 Million Position in Walt Disney Co (DIS) – Fairfield Current

  • Accounting profession faces another moment of truth on financial planning conflicts – ABC News

  • Saudi Crown Prince Signs $20B in Investment Deals in Pakistan – VOA News

  • Finance Associate NYC Salary – Money Diary – Refinery29

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  • Finance

    MP calls for new board for farming finance – 9news.com.au

    Family finance: Early planning, high surplus to help Gawades meet goals easily – Economic Times

    Texas' school finance system is unpopular and complex. Here's how it works – Standard-Times

    Finance Associate NYC Salary – Money Diary – Refinery29

    Two bills would provide financing mechanism for closure of San Juan Generating Station – Farmington Daily Times

  • Financial Planning

    Accounting profession faces another moment of truth on financial planning conflicts – ABC News

    After Valentine's Day: Achieving Financial Intimacy In Your Relationship – Forbes

    Nearly Half of Americans 55 and Over Are Making This Huge Financial Planning Mistake – The Motley Fool

    Private-equity backed Hanson McClain acquires HGP Retirement Network – Financial Planning

    Can an annuity help sidestep Social Security taxes? – Financial Planning

  • Insurance

    Private insurance plays a critical part in home mortgage ecosystem | TheHill – The Hill

    After The Camp Fire, Home Insurance In Paradise Is Harder To Find – NPR

    State Farm cuts auto insurance rates in Michigan for second time in nine months – Crain's Detroit Business

    Here is Why Fintech Startups Should Invest in Cyber Insurance – Entrepreneur

    Lowest and highest average car insurance premiums in the region – WTOP

  • Investment

    Saudi Crown Prince Signs $20B in Investment Deals in Pakistan – VOA News

    Improving investor behavior: Know the “why” for your investments – The Denver Post

    The #1 Tip Of Successful Investing – Forbes

    M1 buyout bid finally goes through with Malaysia's Axiata exiting Singapore investment – ZDNet

    High foreign outflow due to investment recalibration, says expert – Malay Mail

  • Loans & Credit

    These Charts Could Spell Trouble for Bank Stocks – Motley Fool

    Consumer crunch: Banks set to crack down on credit cards, car loans – Sydney Morning Herald

    Film Financing with Debt and Tax Credits – Forbes

    Avoid delinquent loans with better planning – The Gazette

    How High-Interest Loans to Desperate People Built a $90 Billion Industry – Fortune

  • Stocks

    Estee Lauder Stock, Wix Stock Lead 5 Top Stocks Near Buy Points – Investor's Business Daily

    Warren Buffett Just Sold These Stocks – Yahoo Finance

    As Wall Street rallies on US-China trade hopes, bond investors may be worried about a recession – CNBC

    Stocks This Week: Buy Analog Devices And CVS Health Corporation – Forbes

    Dow Jones Stocks Microsoft Stock, Cisco Stock, Walmart Stock Are In Buy Range; 3 Reasons To Be Wary – Investor's Business Daily

  • Tax Planning

    The IRS Tool You Need To Know About If You Are E-Filing Your Tax Return – Forbes

    Cuomo blames Trump tax plan for reduced New York tax collections – Accounting Today

    Anger, Confusion Over Dwindling Refunds. Is Trump's Tax Plan To Blame? – Maine Public

    South Sound Business People – Tacoma News Tribune

    4 ways to cut your tax bill by April 15 – KKCO-TV

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National Survey Reveals Retirees in Relationships Have Fewer Financial Planning Regrets – Business Wire

By Where to Get Finance and News
7 days ago
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NEW YORK–(BUSINESS WIRE)–In some good news for lovebirds this Valentine’s Day, new data from Global Atlantic Financial Group’s Retirement Spending Study shows that retirees …

Financial Planning

Chalice Financial Network buys Succession Link – Financial Planning

By Where to Get Finance and News
7 days ago
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27

Chalice Financial Network is upping the stakes in the competitive platform provider market. Chalice has acquired Succession Link, an online matching service for RIAs …

Financial Planning

Valtinson Bruner Financial Planning LLC Purchases Shares of 7,029 Honeywell International Inc. (HON) – Fairfield Current

By Where to Get Finance and News
1 week ago
0
21

Valtinson Bruner Financial Planning LLC purchased a new stake in Honeywell International Inc. (NYSE:HON) during the fourth quarter, according to its most recent filing …

Financial Planning

Why it's OK to outsource investment strategy – Financial Planning

By Where to Get Finance and News
1 week ago
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SAN DIEGO — It’s OK to outsource your investment strategy — really. Around 80% of advisors who completed Envestnet’s training program last year began …

Financial Planning

Ladenburg Thalmann independent broker dealer adds advisors – Financial Planning

By Where to Get Finance and News
1 week ago
0
27

Financial advisor Dave Kopyc opted to leave his broker-dealer to gain more independence and new resources under Ladenburg Thalmann’s Securities Service Network and Fidelity, …

Financial Planning

Maryland pursues fiduciary rule along with New Jersey, Nevada – Financial Planning

By Where to Get Finance and News
1 week ago
0
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Maryland is the latest state to advance a proposal to set a uniform fiduciary standard for broker-dealers and advisors. Lawmakers in the Old Line …

Financial Planning

Social Security scams are a growing threat to retirees – Financial Planning

By Where to Get Finance and News
1 week ago
0
36

Our daily roundup of retirement news your clients may be thinking about. Social Security scams are a growing threat to retireesSeniors are advised to …

Financial Planning

OceanFirst Financial plans giant headquarters expansion in Toms River – Asbury Park Press

By Where to Get Finance and News
1 week ago
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22

Michael L. Diamond Asbury Park Press Published 5:00 AM EST Feb 8, 2019 TOMS RIVER – On a buying spree for the past four …

Financial Planning

bonus structures for RIAs, paraplanners – Financial Planning

By Where to Get Finance and News
1 week ago
0
19

Adding your first full-time staff member as an advisor is often the single hardest hire to make. When you literally double your headcount overnight …

Financial Planning

Love Means … A Strong Financial Plan? – Insurance News Net

By Where to Get Finance and News
1 week ago
0
23

Business Wire This Valentine’s Day, Lincoln Financial Group encourages consumers to give their loved ones a gift that transcends flowers, champagne and chocolates: a …

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The IRS Tool You Need To Know About If You Are E-Filing Your Tax Return – Forbes

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