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Quick Poll

Do you expect a market correction by June 30?
 
Overlooked Lending
Small business owners remain caught in a credit squeeze. Here's how advisors may be able to be able to help such clients.
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Getting Technical
Few financial advisors go into business because they love spending time thinking about their back-office and technology, but often find themselves dealing with too many back-office distractions. Yet streamlining your practice doesn't have to be difficult.
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A New Plan
A client with a need for income had her retirement assets slashed more than 40% to $500,000 as a result of the 2008 market crash. Here's how one advisor helped.
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Managing Retirement Income: Part II
Some retirees don't realize that their spending plans are too simple—and flawed. An "endowment" spending policy may be a better choice.
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When the IRS Comes Auditing
Our writer tells how he learned to greatly appreciate his financial advisor when he faced the classic taxpayer's nightmare: an audit.
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