Author: awbfinancial4

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Tractable Partners with Saputo Capital Collision

Saputo Capital Collision will use Tractable’s AI solution to improve the efficiency and experience of the vehicle repair process This application will be primarily used on insurance policyholders, in a joint venture between Saputo...

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Applied Systems Acquires Planck

Strategic acquisition to significantly expand and accelerate the delivery of AI capabilities across Applied’s global product portfolio Mississauga, ON (July 23, 2024) – Applied Systems is pleased to announce that it has acquired Planck,...

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How a Generative AI System Handled a 401(k) Question

Tax Diversification: Having both pre-tax and Roth accounts can provide tax diversification in retirement, giving you flexibility in managing your tax liability. Future Tax Considerations: If you anticipate being in a higher tax bracket during retirement,...

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12 Most Expensive Retirement Towns

Start Slideshow Where people who have retired choose to settle down for the rest of their lives depends on many factors, but for most Americans the chief consideration centers on their financial circumstances. According...

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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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Paris Trains Hit By Sabotage Hours Before Olympics Kick Off

Article 1 Comment Trains to and from Paris, including the international Eurostar service, were hit by what authorities called a “massive attack aimed at paralyzing the network” of France’s super-fast trains just hours ahead...

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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...