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Shannon Eusey is president of Beacon Pointe Advisors.
This year's checklist of best year-end tax-preparation and investment practices remains the same, though things may change under Trump.
Financial advisors sometimes have to tell clients their retirement plan simply doesn't add up. The good news is there are solutions.
The CNBC Digital Financial Advisor Council reveals some of the most memorable financial blunders and near misses they've ever encountered.
No one likes to ponder their own demise, but there's no excuse for not having a current estate plan to ease the way for heirs and caregivers.
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