Author: awbfinancial4

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Behind ‘Another Record Year’ for eMoney: CEO

What You Need to Know Savvy advisors see the future of their practice in the financial planning process. Advisors who can build financial plans more efficiently and collaboratively will stand out. The evolving landscape...

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At Schwab, Donor-Advised Fund Grants Surge 31% in 2024

Schwab’s donor-advised fund arm, DAFgiving360, has reported that its donors significantly increased their giving during the 2024 fiscal year. In total, donors recommended more than $6.6 billion in grants to charity, a 31% increase...

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Uber, Lyft, DoorDash Prevail in California Gig-Worker Ruling

Article 0 Comments Uber Technologies Inc. and Lyft Inc. can keep classifying California drivers as independent contractors, after the state’s top court said a company-backed law passed by voters doesn’t wrongly curtail the legislature’s...

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The Hard Truth About Exiting the Workforce

What You Need to Know We all like to imagine leaving the job on our own terms, but that’s far from a guarantee. One EBRI survey shows just 6% of retirees worked past 70,...