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ARE YOUR BANK DEPOSITS SAFE?

ARE YOUR BANK DEPOSITS SAFE?

When you deposit money with a bank that’s insured by the Federal Deposit Insurance Corp., the government guarantees that the funds will be protected, up to certain limits, if the bank fails. Many financial-technology companies that offer banking products; such as checking or savings accounts, are not FDIC ­insured, so customers’ funds are instead passed through to an institution that has FDIC coverage, although customers continue to interact with the fintech for banking services.

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3 Types of Trusts That Could Help Wealthy Clients’ Estate Plans 

3 Types of Trusts That Could Help Wealthy Clients’ Estate Plans 

3 Types of Trusts That Could Help Wealthy Clients’ Estate Plans 
A charitable remainder unitrust or annuity trust could help inherited individual retirement account heirs push back the additional income and accompanying taxes; a non-grantor trust can tap into the tax-free capital gains of up to $10 million for qualifying small business stock; and a grantor retained annuity trust may assist in freezing the value of their estate, according to Aaron White, chief growth officer of Pleasanton, California-based Adero Partners. Earlier this year, he wrote a guide to the many kinds of trusts that could assist high net worth estates. 

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5 WAYS TO CATCH UP ON RETIREMENT SAVINGS

5 WAYS TO CATCH UP ON RETIREMENT SAVINGS

If you're in your highest-earning years you can make up for lost time. By. Sandra Block for Kiplinger Personal Finance YOU'VE no doubt heard from multiple sources (including Kiplinger) that the key to retirement security is to save early and often. Thanks to the value...

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How Does the Federal Reserve Work?

How Does the Federal Reserve Work?

The central bank has an outsize impact on financial markets BY KIM CLARK PUBLISHED FEBRUARY 28, 2024 Eight times a year, a group of 19 bankers, finance experts and economists gather for a two-day confab in an elegant cream- and-gold boardroom about a mile from the...

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DOL Issues Final Version of Fiduciary Rule

DOL Issues Final Version of Fiduciary Rule

The much-anticipated rule change expands the definition of “investment advice” to advice given to consumers and sponsors of retirement plans governed by Erisa.  By Cyril Tuohy |April 23, 2024  The U.S. Department of Labor has released the final version of a new set of...

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Vazirani Featured In Financial Times Publication

Vazirani Featured In Financial Times Publication

 Risk Control Indexes Are Multiplying, and So Are Their Critics  Critics of volatility-control indexes for life and annuity products argue that they’re complex, opaque and, in recent years, poor performers.  By Warren S. Hersch| April 10, 2024  Insurers are adding a...

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How to Pay for Long-Term Care

How to Pay for Long-Term Care

Most people will need long-term care at some point, but insurance is pricey. Here’s a guide to covering the expenses Unless you maintain your health and mobility for the rest of your life, chances are you’ll eventually need some form of long-term care. Government...

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  • Anil Vazirani Scottsdale Investment Advisor shares Steven M. Netzel CRD 2863170

    Anil Vazirani Scottsdale Investment Advisor shares Steven M. Netzel CRD 2863170 Read More: Steven M. Netzel CRD 2863170 Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry since 1994. A+ rating with the Better Business Bureau for over a decade... The post Anil Vazirani Scottsdale Investment Advisor shares Steven M. Netzel CRD 2863170 appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares The Classic 60-40 Investment Strategy Falls Apart. ‘There’s No Place to Hide.

    Anil Vazirani Scottsdale Investment Advisor shares The Classic 60-40 Investment Strategy Falls Apart. ‘There’s No Place to Hide. By Akane Otani and Karen Langley Read More: The Classic 60-40 Investment Strategy Falls Apart. ‘There’s No Place to Hide. Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary... The post Anil Vazirani Scottsdale Investment Advisor shares The Classic 60-40 Investment Strategy Falls Apart. ‘There’s No Place to Hide. appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares Life Insurers May Face Rising Risks as Rogue Agents Sell Securities

    Anil Vazirani Scottsdale Investment Advisor shares Life Insurers May Face Rising Risks as Rogue Agents Sell Securities Read More: Life Insurers May Face Rising Risks as Rogue Agents Sell Securities Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry since... The post Anil Vazirani Scottsdale Investment Advisor shares Life Insurers May Face Rising Risks as Rogue Agents Sell Securities appeared first on Retirement Planning Scottsdale.

  • Anil Vazirani Scottsdale Investment Advisor shares A Message To Retirees or Soon To Be Retirees

    Anil Vazirani Scottsdale Investment Advisor shares A Message To Retirees or Soon To Be Retirees *Information you see may be limited for terms and conditions. Please Call Us for Current Details* Anil Vazirani is president of Secured Financial Solutions, independent insurance advisor investment advisor rep with a fiduciary obligation and in the financial services industry... The post Anil Vazirani Scottsdale Investment Advisor shares A Message To Retirees or Soon To Be Retirees appeared first on Retirement Planning Scottsdale.