Why Are Americans Delaying Their Retirements?
Americans are increasingly prone to delaying their retirements – this fact is perhaps well known. People are said to be healthier...
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What Holds the Future? A Crystal Ball for Financial Advisors
Robo-advisors are set to destroy our businesses – the tech-mad, penny-pinching millennials insist on it. The Great Wealth Transfer...
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Siblings Can Save on Long-Term Care Insurance
For the past few weeks, we’ve been talking about innovations in the long-term care space. Long-term care coverage can be enormously...
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Transforming a Traditional Estate Plan into a Legacy
Responsible parties taking comfort in the fact that they’ve already gone the distance and created a traditional estate plan – a...
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Life Insurance: Getting It Just Right
How much life insurance does a client need? It’s bad enough to have too little, but the harm caused by having too much is sometimes...
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Small Business Owners and Retirement: Get Ready to Pass It On
Every small business owner needs a plan for passing the business on when they retire and whether or not they have such a plan in...
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Tips on Becoming a Master of Marketing
Our featured article offers nine solid tips to help busy businesspeople maximize their marketing efforts. Let’s jump right into it...
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Exotic Car Owners: Hot Potential Clients
What do you know about vintage and exotic cars? If you’re seeking to make inroads with high-net-worth individuals and sign them up...
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Financial Planning When Dealing with Dementia
The author of our featured article tells a personal tale of his father’s advancing senile dementia and how his family responded in...
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Life Insurance Policies: Are Two Better than One?
Most of us need only one life insurance policy to cover expenses and provide for dependents in the event of our death. There are...
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When Annuities Are Better than Bonds
Investors often look askance at annuities but as with many investment instruments, in the right time and place they can serve your...
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Transferring Ownership of a Mid-Sized Firm: Consider an ESOP
Over the next 20 years, 70% of the owners of small and medium-sized American businesses will be retiring. According to a 2017...
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Lock in Benefits and Reduce LTC Insurance Costs for an Aging Parent
Making sure that aging parents have the care they need is a responsibility that weighs heavily on adult children. Today, it’s...
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Estate Planning When You Have a Special Needs Child
No one likes to consider their demise, but when children are involved it’s essential. No one likes to consider their demise, but...
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Growth Marketing – Make It Work
It’s a new approach to solving problems that likely date back to the Pyramids. Growth marketing aims to discover friction points...
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The Best Online Marketing Tools for Business
Marketing your business is like any other task: you need the right tools for the job. Here’s a few of the best as suggested by our...
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