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Week’s Best: You Got Your Tax Refund. Now What?

Week’s Best: You Got Your Tax Refund. Now What?

Inflation adjustments this tax season mean that many Americans could get larger refunds than they expected, so what should they do with the extra money? LPL Financial has lured away a two-advisor team from Lincoln Financial that oversaw $860 million in client assets. The team, Strategic Wealth Partners, exits Lincoln just ahead of that company’s planned sale of its wealth unit to Osaic this summer.