A new DOJ lawsuit against SeaWorld’s parent company highlights a growing issue: accessibility gaps in public-facing businesses.

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Listing a Home at the Right Time Can Add Thousands to the Sale Price Sellers who list during their area's peak weeks can earn an extra $50,000 or more in some markets, Zillow reports.

Listing🏠 timing matters.
Right week = +$6K nationally
Right market = +$50K
This is not just real estate. It is financial planning.
Are your clients thinking about timing?
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#RealEstate #FinancialPlanning #Rethinking65

Financial FOMO Silently Strains Relationships Most Americans skip social events due to cost — and hide that reason from loved ones, a CFP survey reveals.

Most Americans are not talking about money. But they want to…. How do you assist clients facing Financial FOMO?
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Department of Labor Removes Rule Imposing Fiduciary Standard on Brokers After two court decisions vacated the 2024 retirement security rule, the DOL restores ERISA's five-part test for determining fiduciary status.

We’re back to 1975… Are you Positioned for 2026 with clients? Fiduciary status now depends on the Erisa 5-part test created nearly 50 years ago.
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Vehicle Thefts Are Falling, But Not Where It Matters Most Vehicle thefts across the U.S. are dropping, but advisors should be careful about how they interpret the headlines.

Car thefts down, but clients pay more. Why? This impacts planning. Are clients questioning increases? Are some locations harder to plan around?
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