How exactly should advisors serve the NextGen population? What misconceptions, outmoded habits, and legacy practices may be hampering your ability to connect with these younger clients? In this Financial Advisor article, some under 40 advisors weigh in.

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SALT Deduction Changes
SALT deduction changes are officially on the horizon. Starting in 2025, the SALT (state and local tax) deduction cap will increase from $10K to $40K