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STA In The News

RIA Intel
The Employee Perk Advisors Can Get in On: Financial Planning

Financial planning has been steadily moving down market. A service that once squarely focused on the wealthy has spread to the mass affluent. These are folks often with low six-figure incomes, if that, and retirement portfolios between $100,000 and $1 million.

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Market Watch
How can I protect my 401(k) from a coronavirus-driven market downturn?

How can investors protect their 401(k) and other retirement savings from being depleted when they’re watching the stock market drop?

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Barron's
He Retired the Week the Dow Slid 12%. Consider It a Wake-Up Call to Check Your Portfolio.

Tracy Donaldson, of Orlando, Fla., had an inauspicious start to retirement. The Dow Jones Industrial Average plunged 12% in the week he retired. “This is very disconcerting and very bad timing,” says Donaldson, 66 years old, who retired on Feb. 28 after a 38-year career at Walt Disney in travel and logistics coordination. “I decided not to look at my investments so I wouldn’t be depressed and upset.”

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Market Watch
Coronavirus fears are clobbering the stock market — is it doing the same to your retirement?

The coronavirus has reached a handful of countries across the globe, including the U.S. — and now, it’s touched retirement plans too. Concerns about the spread of the disease and a global financial slowdown are driving deep dips in the stock market. Retirement portfolios are not immune to market volatility, worrying some savers that they may lose valuable assets they’ve been stashing away.

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Money.com
Traditional vs. Roth IRA: New Rules Could Affect How You Save for Retirement

More Americans are working longer — and saving for retirement into their 70s. Last year, Congress stepped in to give these older savers a new tax break, making it easier to use traditional individual retirement accounts. But figuring out whether to take advantage of the new rules requires some work.

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AP News
Liz Weston: Beware of these overhyped financial strategies

A good rule of thumb when you’re trying to eat healthy is to beware of any food you see advertised. The most beneficial fare — whole grains, fruits, vegetables — tends not to have a marketing budget.

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