tax forms money
Nearly Half of Americans Say They Pay Too Much in Taxes
Mar 15, 2022
Many overpay by choice to get a fat tax refund, but fine-tuning withholding can help cash flow now.
bitcoin
As Cryptocurrency Wealth Grows, Some Donors Find It Difficult to Give
Mar 14, 2022
Many charities still lack the infrastructure to accept digital asset gifts.
digital dollar
What a U.S. Digital Dollar Means for the Future of Your Wallet
Mar 14, 2022
Advocates see lower-cost transactions and greater access to the financial system, but critics worry about privacy.
computer desk
Strategically Utilizing Participant Data
Mar 14, 2022
Accurate participant data is a valuable asset to many retirement plan providers.
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WMRE's Common Area: What Family Offices Want from CRE Investments
Mar 14, 2022
Belinda Schwartz, chair of the real estate department with Herrick Feinstein, comes on the podcast to discuss how HNWIs and family offices approach investing in the commercial real estate sector.
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A Peek Behind the Insurance Marketing Curtain
Mar 11, 2022
The IUL marketing insurance companies sell the agents, who in turn, sell the public, doesn’t sit well with me.
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