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Michael Siluk | UCG | Universal Images Group | Getty Images Losing weight with GLP-1 drugs is only half the battle. Keeping it off long term has proved even harder. Factors such as side effects, high out-of-pocket costs, injection fatigue and stigma around obesity treatment drive troves of patients – some studies estimate roughly half…

Do all these savings account interest rate increases have your head spinning about where to stash your cash? It’s great that we’re finally earning interest on our money again. But rates are changing quickly. It’s hard to know where to save. That’s where the revolutionary savings platform Raisin (formerly SaveBetter), comes in. They offer access…

Welcome everyone! Welcome to the 497th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Shane Morrow. Shane is the CEO of IronBridge Wealth Counsel, a hybrid advisory firm based in Austin, Texas, that oversees $3.3 billion in assets under management for 2,600 client households. What’s unique about Shane, though, is…

A pair of Democrats in Congress introduced legislation that seeks to put limits on the tax breaks provided by both Roth and traditional IRAs and defined contribution retirement accounts for owners of multi-million dollar accounts. The bill, proposed by Senator Ron Wyden, D-Oregon, and Congressman Richard Neal, D-Massachusetts, would only affect people earning more than…

The risks to manage in decumulation Previous generations of retirees tended to have greater access to defined benefit (DB) pension plans. Those plans, Febbraro explained, offered guaranteed lifetime income and professional investment management. For the roughly 7 million Canadians who still have access to DB plans according to StatCan, longevity risk is not as much…

Home prices exploded over the past five years. They’re now going up more slowly, but incomes have still not kept up.