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Why Do Partially Retired Households Spend More?

Daily Wire
May 22, 2024 View in Browser

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Daily Wire

 

Analysis

New Study Links Partial Retirements to a Surge in Spending. What Gives?

By John Manganaro

More than half of American couples phase into retirement, a new JPMorgan study of 280,000 households shows.

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Slideshow

Best & Worst Broker-Dealers: Q1 Earnings, 2024

By Janet Levaux

Seven large firms reported improved earnings in the first quarter, while profits dropped at four.

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News

Insurance Group Files to Halt DOL Fiduciary Rule

By Melanie Waddell

FACC is asking a court to order the DOL to delay implementation of the new rule until a lawsuit is resolved.

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News

Massachusetts Risks $1B in Lost Tax Revenue as Rich Flee

By Sri Taylor

The state recently enacted a 4% surcharge on income over $1 million.

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News

Ex-Nuveen Stock Trader Gets 70 Months for Insider-Trading Scheme

By Chris Dolmetsch & Ava Benny-Morrison

He tipped off an Oregon retiree about the firm's planned trades in stocks in a six-year plot involving over 1,000 trades.

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News

Connecticut Puts Phoenix Life and Annuity Issuer in Rehab

By Allison Bell

The move will limit the amount of cash life and annuity customers can get from PHL Variable's own assets.

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Resources

Candid Conversations: LGBTQ+ Planning

Sponsored by: eMoney Advisor

This comprehensive guide provides simple and effective techniques to create an inclusive financial planning practice.

LEARN MORE

WEBCAST DATE: June 12, 2024

Applying A Holistic Financial Planning Approach To Achieve Alpha

Join this webcast as we explore practical methods to add alpha to your practice and enrich the financial planning journey through the intersection of technology, practice management, and financial wellness.

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