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Tax Tips for Married Couples

Integrity Financial Planning

If you were married on January 1st, 2023 or later, you will not be able to file jointly for 2022 (even though your taxes are due in 2023). [1] If you are looking for financial guidance, reach out to us for a complimentary review of your financial situation. [1-4] 1] Consider your deductions and credits.

Taxes 91
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Be a source of strength for clients in times of uncertainty

Nationwide Financial

economic downturn in 2023. And as long as the possibility of a recession hangs over the economy, financial markets will remain on a knife edge with continued volatility likely throughout 2023. That means many investors will continue to feel anxious and uncertain about their financial futures.

Clients 98
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Average Fees for Financial Advisors in 2023

Harness Wealth

Investing in financial guidance is an investment in your future. Here’s a deep dive into the average fees of financial advisors, in 2023. Average Financial Advisor Fees in 2023 Understanding the costs involved in financial planning is critical to making the most of your wealth and financial potential.

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Key Trends and Concerns for Investors in 2023

WiserAdvisor

The record inflation and the global financial turmoil caused by the Ukraine-Russia war are other striking concerns. However, as you look ahead to 2023, there are a number of key trends and concerns that you may want to keep an eye on. Many experts believe that the Fed will also continue raising interest rates in the first half of 2023.

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Banking on Loyalty: Holistic Financial Advice for Unparalleled Business Growth

Speaker: Joe Buhrmann, MBA, CFP®, CLU®, ChFC® Senior Financial Planning Practice Management Consultant eMoney Advisor

In this webinar, industry expert Joe Buhrmann will analyze the significance of adaptability and customer-centricity, as well as the valuable role of offering holistic financial guidance in building long-lasting customer relationships and optimizing ultimate business growth.

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Navigating the Broker/Dealer vs. Investment Advisor Landscape

Tobias Financial

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.

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Navigating the Broker/Dealer vs. Investment Advisor Landscape

Tobias Financial

In the ever-evolving world of finance, understanding the intricate differences between broker/dealers (BDs) and independent Registered Investment Advisors (RIAs) is paramount for consumers seeking trusted financial guidance.