Federal bank regulatory agencies seek further comment on interagency effort to reduce regulatory burden

Published on July 21, 2025

Federal bank regulatory agencies seek further comment on interagency effort to reduce regulatory burden

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For Retirement Savers, 60 Is the New 30

July 21, 2025
Many clients will be retired 35 years or longer, and a 60/40 asset allocation won't cut it.      Related StoriesHow to Mitigate Rather Than Magnify Clients' Retirement Worries6 Ways Estate Planning Can Boost Practice GrowthThis Big Driver of Social Security Insolvency Has Long Been Ignored

When to Consider Munis From Outside Your Home State

July 21, 2025
Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.