COVID-19 Pushes Older Workers’ Employment Rate Down
The employment rate for Americans ages 65 and older fell sharply in 2020, according to data in the federal government’s
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Use Technology to Stay in Touch With Clients Throughout the Year: Idea File
Michael Jans believes many professionals involved with the insurance sales and marketing need to work on balance. “They’re pretty good
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Treasury Calls for Crypto Transfers Over $10K to Be Reported to IRS
he U.S. Treasury said the Biden administration’s proposal to strengthen tax compliance includes a requirement for transfers of at least
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How Biden Plans to Crack Down on Wealthy Tax Cheats
The Treasury Department said Thursday that the tax gap totaled nearly $600 billion in 2019 and will rise to about $7
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Resolution Life Adds $1.6 Billion in Capital
A company that hauls away life insurers’ unwanted blocks of life insurance and annuity business now has more cash it can
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Elon Musk Blows Up Wall Street’s Case for Bitcoin
Elon Musk helped legitimize cryptocurrencies in the eyes of Wall Street investors. Now, his tweets are scaring them off. About
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U.S. Tax Day Arrives Late With IRS Behind on Millions of Returns
Monday brings a close to what tax advisors have dubbed the “never-ending tax season,” with the IRS scrambling to cope with repeated
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Rising Inflation Spooks Markets, but Should It?
The 4.2% jump in April consumer prices, which was the biggest year-over-year increase in more than 12 years, spooked stock and bond
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Fidelity Adds Capabilities to Integration Xchange: Tech Roundup
Fidelity Institutional on Wednesday introduced enhancements to its Integration Xchange open-architecture digital store that helps wealth management firms build and
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Connect Millennials’ Investment Mindset With Benefits
Millennials have faced one financial hurdle after another: the 2008 financial crisis, student-loan debt, soaring living costs and now financial
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