Monday, July 6, 2026
Financial Planning
Track Your Net Worth Quarterly
Just the Tip: Income, spending, and savings rate all matter, but net worth is the single number that shows whether...
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Alaska Airlines Raises Fees, Ends Earning on Saver Fares
Alaska Airlines has announced three negative changes to its Atmos Rewards loyalty program that will affect both award travelers and...
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As talent shortages loom, interest in Externship’s development program booms
Nearly three-quarters of new financial advisors quit before their career even gets off the ground. At the same time, McKinsey...
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The pros and cons of rolling over a client’s 401(k)
Having all of a client's retirement funds under one roof makes a lot of sense for advisors who want to...
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Women’s Comfortable Slide Sandals only $20.99 {Our Team Loves These!}
Home » Deals » Women’s Comfortable Slide Sandals only $20.99 {Our Team Loves These!} Published: by Gretchen on June 11, 2026 | This...
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Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl 192
When building a financial planning firm (or any business), there is a tension between personalization and optimization. On the one...
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SEC to RIAs: You also have to worry about cash sweeps
As lawsuits keep piling up against brokerage firms over their "cash sweeps" policies, the SEC is reminding RIAs of their...
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A Custodial Roth IRA Turns Your Kid’s First Job Into a Head Start
Just the Tip: Any child with earned income from a job, babysitting, or mowing lawns can have a custodial Roth...
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Freezing Your Credit Is Free and the Strongest Protection Against Identity Theft
Advertiser Disclosure The credit card and banking offers that appear on this site are from credit card companies and banks...
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I’m a Mortgages Writer. Here’s the Homebuying Advice I Ignored
As soon as I saw it, I knew it was a gardener’s house.Full sun. Full composter. Native perennials. While the...
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