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Four Financial Shocks Retirees Face and How to Avoid Them

Turn these financial shocks into mere “bothers” with a little foresight and preparation.

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Time to Spring-Clean Your Finances: A Financial Professional's Four Steps to Tidy Them Up

A midyear review of everything from spending to saving, with adjustments as needed, can set you on track to financial security. Plus, don’t forget to check in on your workplace benefits.

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Why a Law Firm Secretly Recording Client Conversations Is Wrong (and Illegal)

A law firm that has been recording client conversations without the clients’ knowledge or permission and has threatened employees if they speak out faces legal and ethical challenges.

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Is Your Social Security Earnings Record Wrong? Here's How to Fix It

Your Social Security benefits are based on your Social Security earnings record. It’s important to review your records to avoid having your benefits reduced.

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Stock Market Today: Markets Discount Another U.S. Downgrade

After Friday’s closing bell, Moody’s followed Standard & Poor’s and Fitch and cut its rating on U.S. government debt.

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AICPA names new FinREC chairman

The AICPA named Grant Thornton partner Rahul Gupta as chairman of FinREC. Gupta succeeds Mark Crowley, a managing partner at Deloitte.

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Eight Ways To Save on Your Next Luxury Trip

Looking for ways to stretch your retirement dollars? Follow these tips to get a deal on your next vacation.

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Donating Complex Assets Doesn't Have to Be Complicated

If you’re looking to donate less-conventional assets but don’t know where to start, this charity executive has answers, such as considering a donor-advised fund (DAF) for its tax benefits and ease of use.

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Travel Trends You Can Expect This Summer

Domestic trips will trump foreign travel amid economic uncertainties, though some costs are down.

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What's Next for Stocks After a Chaotic Spring

A chaotic tariff policy buffets investors looking for clarity on the economy and inflation.

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