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  • Retirement Income & The Tax Bite
    Retirement Income & The Tax Bite

    3 ways to manage retirement withdrawals tax-efficiently

    Chances are you contributed to a 401(k) or IRA as you saved for retirement. Now the time has come to use that money. Withdrawing from retirement savings accounts with an eye toward reducing taxes is important. Taxes can reduce income, as well as diminish potential future earnings and growth, which affects how long savings may…
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  • Is Business Ready for an Extinction-Level Event?
    Is Business Ready for an Extinction-Level Event?

    Destructive cyberattacks mow viewed as a top risk to many businesses

    In an era of technological transformation and cyber everywhere, the attack surface is exponentially growing as cyber criminals attack operational systems and backup capabilities simultaneously in highly sophisticated ways leading to enterprise-wide destructive cyberattacks.
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  • Stocks End the Week Lower
    Stocks End the Week Lower

    Coronavirus spooks investors

    Stock prices fell last week as investors considered the potential health and economic risks of the flu-like coronavirus.
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  • Ninety One Million Americans Fear Maxing Out Their Credit
    Ninety One Million Americans Fear Maxing Out Their Credit

    How do you define 'large purchase'?

    More than 1 in 3 people are afraid they'll max out their credit card when making a large purchase, according to a new WalletHub credit cards survey released today. This concern is well-founded, considering Americans began 2020 with over $1 trillion in total credit card debt.
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  • Worry While You Work…
    Worry While You Work…

    Employees Worrying at Least Once a Week About Personal Finances

    John Hancock Retirement today announced the results of its sixth annual Financial Stress Survey of retirement plan participants, revealing the weight of financial stress on workers and its impact on employers. The survey reports that more than half of respondents worry about personal finances at work at least once a week, causing workplace distraction and…
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  • Bringing Healthcare Home…
    Bringing Healthcare Home…

    Nationwide makes investments in Vesta Healthcare

    Given the choice between receiving health care in the hospital or their homes, Americans would prefer the latter. A recent study by the Nationwide Retirement Institute revealed that three in four older adults would prefer to receive long-term care in their own homes.
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  • DMI Marketing Unveils A New Identity
    DMI Marketing Unveils A New Identity

    A new brand reinforces its investment in people, technology and growth

    DMI, wholesaler of consumer-driven life and annuity products announces a new brand identity with a complete rebrand. As part of its rebranding efforts, the Company's name will change from DMI Marketing to a shortened version, DMI.
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  • Baby Boomers Only Slightly Ahead of Millennials When It Comes To Retirement planning
    Baby Boomers Only Slightly Ahead of Millennials When It Comes To Retirement planning

    More than half of millennials and Gen Xers, as well as over one-third of boomers, haven't started retirement planning, NAPFA survey shows

    Going into 2020, more than half (59%) of millennials haven't considered their options for retirement. However, this trend is not limited to younger Americans.
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  • Accounting Change: The Path to Modernized Finance Technology
    Accounting Change: The Path to Modernized Finance Technology

    The response to IFRS 17 and LDTI for insurers calls for investments into agile and modernized finance technology that drive better business performance.

    While possible to view accounting change as a compliance exercise, nearly all insurance companies are viewing these changes as the trigger for long-overdue deferred investments ranging from targeted data, system or process upgrades to full-scale modernization.
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  • Americans’ Financial Satisfaction Moved from Record Lows to All-Time Highs Over the Last Decade
    Americans’ Financial Satisfaction Moved from Record Lows to All-Time Highs Over the Last Decade

    Starts the 2020’s at an all-time high

    Thanks to a late 2019 stock market surge, Americans’ financial satisfaction has roared into the 2020’s. The average American should be feeling their strongest sense of financial well-being ever, according to the AICPA’s Q4 2019 Personal Financial Satisfaction index (PFSi) which has reached a new high for the seventh time in the last ten quarters.
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  • Investor Sentiment Continues to Rebound After Falling to the Most Bearish Level Since 2015
    Investor Sentiment Continues to Rebound After Falling to the Most Bearish Level Since 2015

    Corbin Advisors Releases Voice of Investor™ Q4’19 Industrial Sentiment Survey

    -Corbin Advisors, a research and advisory firm specializing in investor relations (IR), today released its Voice of Investor™ Industrial Sentiment Survey. The survey, part of Corbin Advisors’ Inside The Buy-side® publication, is based on responses from 28 institutional investors and sell side analysts globally who actively follow the industrial sector.
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  • QLAC: A Way to Secure Retirement Income Later in Life
    QLAC: A Way to Secure Retirement Income Later in Life

    Turn some of your traditional IRA or 401(k) into lifetime income

    Turning age 72 is an important milestone if you have a traditional IRA or 401(k). That's when you must begin taking mandatory minimum yearly withdrawals, known as required minimum distributions (RMDs) from these accounts.
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  • Low Mortgage Rates Help and Hurt Housing Market Potential
    Low Mortgage Rates Help and Hurt Housing Market Potential

    Lower rates boost housing market potential, but also discourage homeowners from selling and increase tenure length,

    First American Financial Corporation (NYSE: FAF), a leading global provider of title insurance, settlement services and risk solutions for real estate transactions, today released First American’s proprietary Potential Home Sales Model for the month of December 2019
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