News Round-up for Week of March 26

30th Mar 2018

Technology Could Bridge Gap Between People and Financial Services

A survey on the State of Investor Trust by the CFA Institute reveals that a gap in confidence remains between the general population and financial institutions. However, the good news is that technology could improve that trust further as younger generations tend to use technology more and view it has a measure of credibility.

Via WealthManagement.com

The Biggest Risk Retirees Face Right Now

People planning to retire face many risks right now. There is the risk their retirement money will not earn enough to keep up with inflation and they may outlive their money. The biggest risk retirees face now is more immediate: Retiring in a bear market.

Via Kiplinger

Retirement Planning Beyond the 401(k) for the Entrepreneurial Dentist

Most dental professionals don’t have a defined benefit plan in place, yet it’s one of the most powerful wealth management strategies for reducing taxes and may hold great appeal to owners of a successful practice because they can contribute and deduct more than other programs, such as what is possible under the defined contribution 401(k) profit sharing plan.

Via Dental Economics

$61,000 for a Parrot? Estate Planning for Pets

Pet owners are turning to their financial advisors for estate planning advice for pets. Seeking guidance from advisors, pet owners are asking questions about how best to plan for their pets, drafting detailed instructions for their care and leaving significant sums of money that can run into the millions of dollars

Via Financial Planning

Why You Should Stay Invested after You Retire

Investing after retirement is a great way to continue making income, cover expenses, and remain connected into the booming American economy. Here are 15 reasons why it’s a good idea to continue investing after retiring.

Via Wealth Advisor

Dedicated DB@ DedicatedDB

The July 15 Tax-Filing Deadline Is Approaching; New Retirement-Account Rules Can Benefit You via @entrepreneurhttps://t.co/MkuK1TOgtk

9:32 PM 10 July 2020

Dedicated DB@ DedicatedDB

If you want to learn more about flexible retirement solutions, get our updated Defined Benefit plan white paper… https://t.co/kmD9rL70Al

7:32 PM 10 July 2020

Dedicated DB@ DedicatedDB

How Businesses Have Successfully Pivoted During the Pandemic via @HBR #pivot #pandemic #success https://t.co/AGALIfdnMx

5:31 PM 10 July 2020

Dedicated DB@ DedicatedDB

Slideshow: 20 red flags for an IRS Audit via @kiplinger #taxaudit #taxreturn #IRS https://t.co/pSWHXF0zFi

3:31 PM 10 July 2020

Dedicated DB@ DedicatedDB

Basecamp founder on becoming a millionaire overnight: ‘A mild crisis of faith ensued. Is this it?’ via @cnbcmakeithttps://t.co/bDNWTrhtbN

9:41 PM 9 July 2020

Dedicated DB@ DedicatedDB

Why Your Business Should Always Pivot via @forbes #pivot #smallbusiness #entrepreneurship https://t.co/I9XMi3o9py

7:41 PM 9 July 2020

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