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Pandemic makes improving financial literacy more important than ever

Added on March 2020 in Plan for the Future
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Summary: Our world has drastically changed over the last few weeks as the coronavirus disrupted the economy. That just makes the work of improving Americans’ financial awareness and financial literacy all the more important as we approach National Financial Literacy Month in April.

How to Develop a Stable of the Best CPAs in Town

Added on March 2020 in Plan for the Future
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Summary: I stumbled onto a terrific article perfect for tax season: How to Find the Best CPA or Tax Accountant Near You by Janet Berry-Johnson, published in Wirecutter. Ms. Berry-Johnson’s audience was the general public, but I think it has some great implications for financial advisors as well.

Letter to Our Readers: What to think about the unstoppable RIA movement meeting an immovable black swan

Added on March 2020 in Plan for the Future
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Summary: Brooke's Note: At RIABiz we are fastening our seat belts like everybody else. We wish the tragedy and disruption of the coronavirus pandemic would blow away like a San Francisco fog.

Senate coronavirus package would allow hardship early access to retirement accounts

Added on March 2020 in Plan for the Future
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Summary: An economic stimulus bill in response to the COVID-19 virus is on a fast track in the Senate and includes provisions to suspend penalties on early access to retirement accounts.

Succession Planning in a Pandemic: 6 Steps to Take Now

Added on March 2020 in Plan for the Future
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SummaryLess than three months ago, a mystery illness surfaced in Wuhan, China, and was quickly named COVID-19, a type of coronavirus. We know what has transpired from that point until today, with an unprecedented lockdown of populations and economies around the world.

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