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Serving the Few, Thriving on Value: How Wealth Services Should Prioritize Client Relationships
Due Inc. - Thu Oct 31, 11:54AM CDT
Due Inc. - PRTGAM
Thu Oct 31, 11:54AM CDT
Not everyone uses financial advisors and wealth services, as managing our own finances doesn’t seem that hard on the surface. For instance, you can plug away at your job, set modest financial goals, and maybe pay for a robo-advisor if need be. You’ll grow your wealth, figure out taxes as...
Six charged in million-dollar Department of Defense fraud case
Due Inc. - Thu Oct 31, 11:22AM CDT
Due Inc. - PRTGAM
Thu Oct 31, 11:22AM CDT
Six men have been charged in a case involving an attempt to defraud the United States government and the Department of Defense (DoD). The defendants have been accused of rigging bids, defrauding the government, and paying bribes and kickbacks to sell IT products and services to federal government purchasers. This...
Pair sentenced for hundreds of thousands in laundered international funds
Due Inc. - Thu Oct 31, 11:22AM CDT
Due Inc. - PRTGAM
Thu Oct 31, 11:22AM CDT
Two men have been sentenced for their part in a scheme to launder hundreds of thousands of dollars internationally. According to a Justice Department report on the case, Li Pei Tan, of Georgia and Chaojie Chen, 41, a Chinese national residing in Chicago, were the pair at the heart of...
Unlocking Retirement Bliss: Alternative Investment Strategies
Due Inc. - Thu Oct 31, 9:14AM CDT
Due Inc. - PRTGAM
Thu Oct 31, 9:14AM CDT
Everyone wants a comfortable and enjoyable retirement, and an ever-growing number of people are exploring alternative investment options such as annuities and mixed-income approaches. Annuities offer retirees a constant income stream throughout their lives, while combined income strategies combine various sources to provide a more secure and diversified income flow....
Why Splurging in Retirement is a Good Idea
Due Inc. - Thu Oct 31, 6:02AM CDT
Due Inc. - PRTGAM
Thu Oct 31, 6:02AM CDT
When in retirement, there is a big difference between splurging on nice things occasionally and outright wasting your money on things you won’t use. However, many retirees confuse the two and start saving like Scrooge while refusing to spend any money on themselves unless it’s a necessity. In fact, 25%...
Key economic events influencing investment decisions
Due Inc. - Wed Oct 30, 5:14PM CDT
Due Inc. - PRTGAM
Wed Oct 30, 5:14PM CDT
There is so much data out there that the sheer volume could potentially sway markets and influence investment decisions. All of it makes strategic decisions harder to identify. This article aims to provide an in-depth analysis of the five key events investors should know in the coming days. These events,...
Unlocking Retirement Bliss: Resist Luxury Temptations
Due Inc. - Wed Oct 30, 9:14AM CDT
Due Inc. - PRTGAM
Wed Oct 30, 9:14AM CDT
With increasing wealth, numerous Americans are drawn to major purchases, such as second homes or boats. While these acquisitions may be satisfying in the short term, they can negatively impact one’s retirement savings. This article will delve deeper into the risks and challenges associated with such purchases and offer recommendations...
Recent Recession Affects Retirement Savings in the Long Run
Due Inc. - Wed Oct 30, 6:18AM CDT
Due Inc. - PRTGAM
Wed Oct 30, 6:18AM CDT
While planning for retirement, most people focus on inflation as the primary threat to their retirement savings. However, inflation is only one of the factors to consider. Another sometimes overlooked factor that can significantly impact our financial futures is recessions. Though less frequently discussed in the context of retirement planning,...
Master Your Finances: Conquer Taxes, Mortgages, and More!
Due Inc. - Tue Oct 29, 6:18PM CDT
Due Inc. - PRTGAM
Tue Oct 29, 6:18PM CDT
Staying informed and tackling tax-related concerns are becoming increasingly crucial. One way is to seek professional help from leading tax relief companies specializing in resolving tax issues. Additionally, acquiring financial knowledge in mortgages, insurance, and investments is essential to navigate personal finances effectively. Table of Contents Toggle Top 5 Tax...
Mitigating capital gains tax post-business sale
Due Inc. - Tue Oct 29, 12:26PM CDT
Due Inc. - PRTGAM
Tue Oct 29, 12:26PM CDT
Congratulations! If you’re reading this, you’re likely a business owner who has recently sold or plans to sell your business. This is a significant milestone that deserves recognition. However, with this achievement comes a new challenge — the massive capital gains tax bill. But don’t worry, we’re here to introduce...