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The Best Of Weekend Reading 2023: Top 25 Articles You Might Have Missed

Nerd's Eye View

We start with several articles on retirement planning: Data showing where American retirees currently stand, from their average net worth to how they spend each hour of the day How, according to a recent study, delaying Social Security benefits typically leads to greater lifetime wealth than claiming benefits early in order to reduce portfolio withdrawals (..)

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[cdata[ The Crucial Intersection of Personal Finance and Tax Planning ]]

oXYGen Financial

[CDATA[ When it comes to managing your finances, it's not just about saving and investing wisely. Tax planning is a crucial aspect of personal finance that often gets overlooked and plays a pivotal role in your overall financial health and wealth accumulation.

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Weekend Reading For Financial Planners (June 8-9)

Nerd's Eye View

Also in industry news this week: Backers announced the new Texas Stock Exchange, which seeks to provide companies with a lower-cost alternative to the NYSE and Nasdaq, which, if successful, could create a more competitive landscape and potentially better execution and reduced trading costs for financial advisors and their clients The American College (..)

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The 5 Pillars of Retirement Planning You Should Be Aware of

WiserAdvisor

This article will discuss the five pillars of retirement planning and why they are a critical component of your retirement plan. At its core, investment planning ensures that your financial resources are strategically allocated to various asset classes in accordance with your risk tolerance and investment objectives.

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Part 2: Tax-Wise Investment Techniques

Yardley Wealth Management

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

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Part 2: Tax-Wise Investment Techniques

Yardley Wealth Management

The post Part 2: Tax-Wise Investment Techniques appeared first on Yardley Wealth Management, LLC. Part 2: Tax-Wise Investment Techniques. In our last piece, we introduced some of the tools of the tax-planning trade. In other words, your tax-planning techniques matter at least as much as the tools.

Taxes 52
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Do You Still Need A Financial Advisor After You Retire?

WiserAdvisor

They can assess your financial situation, long-term goals, risk tolerance, and investment preferences to create personalized strategies. They can also help you optimize your savings and investment plans, ensuring that you maximize your earning potential while minimizing risks. Tax planning is not solely about federal taxes.