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January 24, 2021

Financial consulting

With bitcoin near $27,000, now might be a good time to give some of it to charity

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CNBC – For more and to sign up click here Sitting on a growing bitcoin fortune? Consider giving away some of it to charity. As 2020 draws to a close, the cryptocurrency has seen a massive surge in appreciation. The value of a single unit of bitcoin is now hovering......

New Covid relief bill boosts tax breaks for charitable giving in 2021

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CNBC – For more and to sign up click here Vladimir Vladimirov | E+ | Getty Images Giving to charity is about to pay off a little more — that is, if the latest Covid relief bill becomes law. The $908 billion pandemic relief bill features $600 stimulus checks, $300......

Covid relief bill adds PPP tax breaks the Treasury opposed

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CNBC – For more and to sign up click here House Speaker Nancy Pelosi, D-Calif., leaves a meeting on Capitol Hill on Dec. 18, 2020. Saul Loeb | AFP | Getty Images Lawmakers extended an additional lifeline to small businesses in the next round of Covid stimulus: more forgivable loans......

Op-ed: ‘Investor alpha’ is the most important financial strategy for 2021

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CNBC – For more and to sign up click here jayk7 | Moment | Getty Images This has been the year of unpredictability. The pandemic, including self-quarantining for months, is top of mind for people around the globe. The many other surprises this year include the fastest bear market in......

Second stimulus checks may be on the way. Here’s what advisors say you should do with the money

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CNBC – For more and to sign up click here sturti | E+ | Getty Images A new stimulus check is in the works for millions of Americans. If you’re eligible for a payment, it may feel either like a life raft or a sudden windfall, depending on how Covid-19......

Avoid these mistakes when divvying up assets in a divorce

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Courtney Keating | E+ | Getty Images Talk to anyone who’s gone through divorce and they’d likely say the experience was no walk in the park. Yet the notion may be weighing on more spouses during the pandemic, some research shows. For instance, based on Loanry.com’s internal data, there’s been......

Here are some smart money moves to make before the end of the year

CNBC Real Estate
We’ve officially reached the last month of 2020. For many investors, that may prompt a sigh of relief. But financial advisors say this is a great time to step back and assess which year-end financial moves you need to make now and revisit your money strategy to set yourself up......

Is your advisor prepared for cyber attacks? Here’s what you need to know

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CNBC – For more and to sign up click here Vasily Pindyurin | fStop | Getty Images Cyber criminals steal billions of dollars a year from financial firms. Financial advisors – and their clients – are at risk as attacks increase and grow more complex, according to security experts. “Advisors......

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