A ‘culture of geniuses’ destroys collaboration and undermines the contributions of those considered not the geniuses. What’s a boss, or teacher, to do about it?
Kiplinger’s Post
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Every Wednesday, we'll be sharing our weekly "Kip's Tips", bite-sized personal finance advice from our experienced staff and network of wealth advisors. This week's tip comes from Andrew Rosen CFP®, CEP®. Learn more: https://trib.al/6uOQkbH
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It’s important to develop an estate plan that is aligned to your financial goals and creates a legacy that reflects your values. Use our checklist to get started. Sponsored by @[Ameriprise Financial].
Checklist: Getting started on estate planning
kiplinger.com
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With so many critical decisions to make before retirement, consider these common-sense tips to keep yourself on track. https://trib.al/Qf3bXDf
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Harris and Trump have different views on taxing capital gains. See what each candidate wants to do if elected to the White House.
What are Harris and Trump's Positions on Capital Gains Taxes?
kiplinger.com
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Upbeat quarterly results helped stocks bounce back with broad-based gains.
Stock Market Today: Markets March Higher as Strong Earnings Offset Weakness in Chips
kiplinger.com
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With low property taxes and tax-free foreign income, this tropical paradise could make you rethink retirement as a U.S. expat.
Three Tax Reasons to Retire in Panama
kiplinger.com
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While the main indexes ended in the red, Walgreens Boots Alliance had its best day since 2008.
Stock Market Today: UnitedHealth Selloff Drags on Dow
kiplinger.com
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It’s important to develop an estate plan that is aligned to your financial goals and creates a legacy that reflects your values. Use our checklist to get started. Sponsored by @[Ameriprise Financial].
Checklist: Getting started on estate planning
kiplinger.com
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Thanks to Leila and the other personal finance experts who shared their insights on this important topic. There's still a lot of work to be done to help women effectively plan for the upcoming $30 trillion generational wealth transfer.
National Head, Fiduciary Advisory Services at BMO Wealth Management | Helping clients with Corporate Trustee and Wealth Management needs
I’m so excited to be quoted in this great Kiplinger article about the importance of estate planning for women and the unique issues that we should be thinking about. It’s anticipated that $30 trillion will be passed down to women in the next decade, whether through inheritance, divorce or business succession. And of course more and more women are starting their own businesses and building their own fortunes through their careers. All of that makes it so important that women surround themselves with a fantastic team that they really like and trust, including a great financial advisor, wealth planner, estate planning attorney and accountant. Attending Women & Wealth or other similar events where they can feel comfortable asking questions and chat with other women in their same situation can be a wonderful way to educate themselves and help them find their perfect team. I’m so happy that these topics are being talked about and am incredibly grateful to Deborah Yao for writing this article! #bmowealthmanagement #bmogrowthegood
Estate Planning for Women: Married, Single or Divorced
kiplinger.com
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Misconceptions on the Social Security program are common and widespread. Here are six myths about Social Security - debunked. Sponsored by @[Ameriprise Financial].
Debunking 6 Social Security myths
kiplinger.com
