Investor's Business Daily: Working After Retirement: Here Are 2 Big Reasons Why You Will

Investor's Business Daily: Working After Retirement: Here Are 2 Big Reasons Why You Will

Some people can't wait to stop working and spend their days golfing, socializing and playing cards. Working after retirement is the farthest thing from their mind. But for others, the jump from being a productive part of society to suddenly having no challenges isn't quite what they expected.

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3 Lessons Learned From My Most Memorable Failure With David Edwards

3 Lessons Learned From My Most Memorable Failure With David Edwards

Failure has always intrigued me, largely because many people aren’t typically willing to open up about it, which makes it a mysterious topic. The goal of our question and answer series is to put failure front and center to help aspiring entrepreneurs get a bit of a back-stage pass to some of the most well-respected entrepreneurs in America.

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From Country Song to Holistic Tech

From Country Song to Holistic Tech

David Edwards was a financial advisor in New York City who did enough business to take a few months off each summer to live on Nantucket with his wife and two children. Because he was the sole person in what Edwards called a lifestyle firm, he could leave work at 3 p.m., pick up his kids from school, spend time with them for after-school, homework, dinner, bath stories and bed.

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Investment News - What's the next emerging technology for wealth advisers?

Investment News - What's the next emerging technology for wealth advisers?

The current and future states of adviser technology were the subjects of two hour-long sessions at the InvestmentNews Technology Think Tank held in September in New York. In each session, participants were asked to identify their firm's top tech-related challenges and opportunities — first tackling those issues they face now and then turning to future concerns.

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Subscriptions: A New Pricing Model for Financial Advice!

Subscriptions: A New Pricing Model for Financial Advice!

As millennials get older and start to make more money, they are becoming an increasingly important client segment for financial advisors. This is especially true given that advisors’ bread and butter — baby boomers — continue to age. Not to mention that the $34 trillion wealth transfer is coming.

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Investment News - Technology issues test RIAs and custodians

Investment News - Technology issues test RIAs and custodians

Gather the technology leaders of competing custodians and registered investment advisers of various sizes, and there are sure to be some disagreements about whether robo-advisers are a blessing or a curse and which are the greatest cybersecurity threats.

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CNBC - What the battle over 401(k) plans means for your retirement

CNBC - What the battle over 401(k) plans means for your retirement

Right now, workers who have access to 401(k) plans will be able to invest up to $18,500 next year, while participants age 50 and over will be able to put away $6,000 more. Under current rules, investors will not pay taxes on those contributions until a later date.

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CNBC - The 401(k) debate continues as lawmakers float a $20,000 cap

CNBC - The 401(k) debate continues as lawmakers float a $20,000 cap

President Donald Trump and Congress have tussled this week over what meaningful changes, if any, to these retirement plans should look like. Earlier this week, Trump maintained that rules for contributing to 401(k)s should stay the same.

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