March 4, 2026

Wealth Management

Wealth Management

Mission Wealth’s Bryant Merryman Recognized on Forbes Best-In-State Next-Gen Advisors List for IL

ST. CHARLES, Ill., Aug. 8, 2024 /PRNewswire/ — Mission Wealth, a nationally accredited and award-winning wealth management firm, proudly announces that Bryant Merryman, one of their esteemed Senior Wealth Advisors in Chicago, Illinois, has been named #42 on the Forbes Best-In-State Next-Gen Wealth Advisors list for 2024. “I am honored to be included in the

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Wealth Management

7 Tips To Help You Dig Your Way Out Of Debt And Improve Your Credit

Not all debts are bad ones. But bad debts can hang heavy around your neck and create long-term financial strain. Here’s the good news about bad debt: You can reduce it. When you have a clear view of your outstanding accounts and amounts, you can use the following tips to get out of debt. 1.

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Wealth Management

Car Insurance Premiums Up 21% Year-On-Year As Claims Costs Rocket – Forbes Advisor UK

8 August: Insurers Hopeful That Prices Starting To Stabilise Motor insurance premiums rose by an average of 21% in the second quarter of 2024 compared to the same period in 2023, according to figures from the Association of British Insurers (ABI), writes Brean Horne.  Drivers paid an average of £622 for motor insurance between April

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Wealth Management

Kansas, 14 other state attorneys general file suit challenging health insurance for DACA recipients • Kansas Reflector

TOPEKA — Kansas Attorney General Kris Kobach filed a lawsuit Thursday on behalf of 15 states in an attempt to stop President Joe Biden from expanding health care access to DACA recipients by making them eligible for participation in the Affordable Care Act’s insurance marketplace. Kobach, a Republican who built a political career concentrated on

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Wealth Management

Securing Legacies During Market Turbulence

As financial advisors, we’re no strangers to the roller coaster of market volatility. This week’s sell-off is a stark reminder of how quickly market conditions can change and the need for proactive planning. Amidst this turbulence, estate planning is one area where advisors can truly add value. This often-overlooked aspect of financial planning becomes crucial when

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Wealth Management

Best budgeting app? YNAB (You Need a Budget) app review

There’s never a bad time to think about budgeting your money, but one could argue that the week of a stock market meltdown and renewed anxiety of a recession is the best time. That’s where we are this week. So let’s talk about budgeting. A few months ago, I stumbled across an app called YNAB.

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Wealth Management

Modernizing indirect tax departments with AI

The indirect tax landscape is undergoing a profound transformation, driven by the relentless pursuit of efficiency, accuracy, and strategic advantage. A recent Thomson Reuters webinar underscored the critical role of technology and automation in reshaping the indirect tax department. This blog looks at the key challenges faced by tax professionals and explores the emerging technological

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Wealth Management

Dave Antrobus: Transforming Personal Finance With AI

Artificial intelligence (AI) is set to change how we handle money. By 2025, it could do most routine financial tasks. Dave Antrobus, from Inc & Co, is leading this shift. He combines AI with new financial ideas to improve how we manage our money. Dave Antrobus is well-known in financial tech. He uses cutting-edge AI

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Wealth Management

Tim Walz and JD Vance both love Diet Mountain Dew. But is it healthy?

Tim Walz is Kamala Harris’s vice-presidential running mate and JD Vance is Donald Trump’s, and never the twain shall meet. Right? Wrong. At least when it comes to their (and Lana Del Rey’s?) reported soft drink of choice: Diet Mountain Dew. Last month, Vance told a joke that fell flat about drinking the bubbly beverage

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Wealth Management

Personal Finance Home Page – Yahoo Finance

Making a Disney vacation a bit more affordable Disney (DIS) recently released its third quarter earnings, illuminating how its many different units operated for the quarter, including theme parks, giving key insight into the state of the consumer. University of Central Florida Rosen College of Hospitality Management assistant professor Carissa Baker joins Wealth! to give

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