ThinkAdvisor
ThinkAdvisor offers financial advisors, registered investment advisors, and wealth managers detailed information about the products and services necessary for helping their clients make important decisions related to wealth, health, and life. The site highlights how advisors are innovating and thriving in the changing landscape. It also simplifies complex topics like industry regulations, dealmaking, and technology into clear, shareable content, allowing advisors to focus more on their clients and managing their practices.
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Articles
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20 hours ago |
thinkadvisor.com | John Manganaro
ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions.
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20 hours ago |
thinkadvisor.com | John Manganaro
7 Ways to Tap Retirement Funds Early (With Minimal Penalties) Slideshow June 27, 2025 at 02:26 PM Start Slideshow Cody Garrett, a certified financial planner and founder of Measure Twice Planners, says that people often assume that their tax-advantaged retirement savings are “locked up” until age 59.5 — unable to be tapped outside of cases of documented hardship. Start Slideshow John Manganaro More on this topic
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2 days ago |
thinkadvisor.com | John Manganaro
7 Failures in Advisors' Own Retirement Planning Slideshow June 25, 2025 at 01:57 PM Start Slideshow Effective succession plans for the owners of financial advisor businesses tackle a long list of challenges that directly affect three distinct but interdependent groups of stakeholders — the business creators, the next generation of leadership and their shared clients. Start Slideshow John Manganaro More on this topic
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2 days ago |
thinkadvisor.com | John Manganaro
10 New Stats on How 5M Americans Save for Retirement: Vanguard Slideshow June 25, 2025 at 01:44 PM Start Slideshow Vanguard has published the 2025 edition of its annual How America Saves report, featuring more than 110 pages of fresh retirement savings data drawn from nearly 5 million American workers. Start Slideshow John Manganaro More on this topic
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3 days ago |
thinkadvisor.com | Silla Brush
What is a high deductible health plan for purposes of an HSA? Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)? Is the value of employer-provided coverage under accident or health insurance taxable income to an employee when the coverage is provided for the employee’s spouse, children or dependents? What are the penalties for failing to comply with the FBAR filing requirements? What are the payment options that must be made available to employees on FMLA leave?
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