Bitcoin for Beginners: 3 Things to Know Before You Invest

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Bitcoin for Beginners: 3 Things to Know Before You Invest

Bitcoin has been luring some investors with potentially huge rewards—and scaring others away with equally big risks. Should it be on your investment shopping list on Black Friday?

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How to Help Small Business Owners Prep For a Sale

In How to Help Small Business Owners Prep for a Sale, Mark Palmerino gives four keys to assisting clients looking to retire.

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Cryptocurrencies & Bitcoin—Fad or Future?

Caveat Emptor may never have been a more fitting caution than for those looking to enter the cryptocurrency craze. 

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What to Tell Clients Feeling Market Anxiety

How to have a clear-eyed, sober conversation with investors who feel the bull market is long in the tooth.

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Help Your Clients Avoid Disastrous Mistakes When Filling in College Funding Gaps

For parents sending their kids to college this year, the numbers are staggering: The average out-of-state tuition for a four-year public institution is nearly $25,000, according to the College Board.

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How Advisors Can Best Educate Clients About Online Financial Tools

Clients don’t rely on WebMD for serious medical concerns, so they shouldn’t trust fintech with all their investing, insurance and tax needs.

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Four Tips For Clients Thinking About Buying a Vacation Home

Even if a client can afford a second home, there are wide array of long-term planning considerations to take into account.

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How Over-emphasizing Tax Deductions Can Get Your Clients Into Trouble

Now that the tax season is over, this is perhaps the slowest time on the calendar for many financial advisers.

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How To Best Support Politically Divided Couples

Married couples tend to have political views that are relatively in sync, but not always.

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Why Pension Plans Can Make Sense for Dental Practices

While pension plans are considered old fashioned by many, don’t be too quick to dismiss them. For some small business owners, including dentists, pension plans are still a good choice.