STRETCH AND FLEX YOUR SAVINGS MUSCLES
Watching the Olympic games is inspiring, motivating and can be downright addicting. Now that the Games are over, take the opportunity to...
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- Nov 18, 2020
- 4 min
Millennials explain why they have nothing saved for retirement
Pensions are disappearing. The future of Social Security is uncertain. It's likely we'll live longer lives. But most Millennials still...
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- Nov 18, 2020
- 5 min
HOW THE TAX REFORM AND JOBS ACT IMPACTS BUSINESS OWNERS
Are you the owner of a Pass Thru Business Entity? For instance, do you do business as a sole proprietorship, S Corporation, LLC or...
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- Nov 18, 2020
- 1 min
Happy New Year - Welcome 2018
2018 can be your year of financial serenity or continued financial horror. If your 2017 and previous years were full of financial despair...
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- Nov 18, 2020
- 3 min
Integrating Life Insurance Into Estate Planning
Help your clients use this tool strategically. Four in 10 Americans do not own a life insurance policy, according to LIMRA, even though...
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- Nov 18, 2020
- 3 min
WHAT ARE YOUR BLIND SPOTS?
Blind spots. We all have them. When you’re driving your car, you intuitively know that there are objects that you can’t see. In life,...
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- Nov 18, 2020
- 4 min
What Exactly is “Retirement Plan Failure”?
It’s tossed around routinely by financial professionals—but what does it really mean? I’ve certainly used the term “plan failure” more...
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- Nov 18, 2020
- 1 min
Most Americans have not made retirement savings a priority
Financial planning experts recommend the amount of money you’ll need to have accumulated is equivalent to 70 percent of your annual...
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- Nov 18, 2020
- 3 min
FIVE STEPS TO CONSIDER DURING YOUR ANNUAL BUSINESS REVIEW
Once a year I go to the doctor for my annual physical. Once a year I bring my car to the local mechanic for a tune up. And similarly, at...
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- Nov 18, 2020
- 3 min
Americans’ Retirement Benefits Have Been Slashed by a Quarter
Retirement benefits—including employer contributions to pensions, 401(k)s and retiree health-care benefits—fell from 9.1 percent of...
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- Nov 18, 2020
- 1 min
Money Conversation
Is your conversation about money with your spouse or significant other always negative? How long has it been that way? If you are...
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- Nov 18, 2020
- 4 min
The Many Roles of Annuities
Annuities initially were developed by insurance companies to help protect people from outliving their money in retirement. As annuities...
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- Nov 18, 2020
- 3 min
Life Insurance Policies Can Preserve Wealth
The estate tax cuts in the new Tax Reform Bill, which was passed in both the House and Senate last week, could help foster continuous...
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