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Tech
Compliance
Community
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Compliance
Bookkeeping
Investment Management
Operations
Resources & Education
Resources
Blog
Podcast
Guides & Templates
Webinars & Virtual Events
Free Guide: Starting an RIA
Free Guide: RIA Registration
Events
XYPN LIVE
Industry Events
Pricing
Standard Membership
Support Solutions & Tool Kits
Get in touch →
Find an Advisor →
Financial Reads
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Consumer Blog
Financial Advisors
How to Manage Money as a Committed Couple
Financial Advisors
Deciding Whether or Not To Do a Roth Conversion — A 3-Step Method
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Our 8 Favorite Personal Finance Blogs for Millennials
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5 Places to Park Cash Held for Short-Term Needs
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Good Financial Reads: Year-End Advice & Gifting That Saves on Taxes
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How to Choose Beneficiaries with Taxes in Mind
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Good Financial Reads: Navigating Financial Challenges & Upheavals
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Feel Financially Stuck? Here’s Why—and How to Move Forward
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Good Financial Reads: Student Financial Aid: Everything You Want to Know From Applying to Forgiveness
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What to Do When You Become a Trustee
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Good Financial Reads: Financial Planning Advice for Beginners
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Is the Housing Market Going to Crash?
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Capital Gains vs. Ordinary Income – The Differences + 3 Tax Planning Strategies
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Good Financial Reads: Advice for Roth IRA Conversions
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Don’t Be a Peanut Butter Philanthropist
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Good Financial Reads: Bear Market Silver Linings
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How Can I Sell My Business or Real Estate and NOT Get Killed in Taxes?
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