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More Than Money: Financial Advisors Shift to Life Coaching as Americans Redefine Wealth

Will financial advisors replace therapists in the coming years as Americans seek guidance on how to lead more fulfilling lives? eMoney reports that in 2022, 46% of advisors now offer ....

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Charitable Giving Surges as Donor-Advised Funds Gain Appeal for Tax Advantages and Flexibility

Despite economic pressures weighing on Americans, charitable giving remains robust. According to a recent report by Fidelity Charitable, the organization issued nearly $12 billion in grants through its donor-advised fund ....

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Even the Rich Get Scammed: Here's Why and How You Can Avoid Fraud

Scams are an unfortunate reality in today's world, affecting individuals from all walks of life, including the wealthy. Contrary to popular belief, being affluent does not render one immune to being. ....

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Half of pre-retirees doubt Social Security viability

Half of pre-retirees doubt Social Security viability
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