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Tag Archives: radio show

How Can I Pay for College

 Those of you who are parents and have clients that are parents eventually come to the topic of paying for college. Whether in a social setting or during the discovery process, it is one the of the highest needs clients are looking to have met.  They can be younger and wanting to grow their money  Click to Continue

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GAO’s Advice?

“The risk that retirees will outlive their assets is a growing challenge,” according to a study from the Government Accountability Office scheduled for release today. Increased life expectancies and health-care costs coupled with declines in financial markets and home equity over the last few years have “intensified” workers’ concerns about how to manage their savings  Click to Continue

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Social Media and Today’s Financial Advisor

Tom Groenfeldt is a contributing writer for Forbes.com and recently wrote this piece regarding today’s Financial Advisor and their use of social media.    Keeping up with social media is not easy, says Sarah Carter, vice president of marketing at Actiance, a California communications compliance firm that was known as FaceTime Communications until January.    Click to Continue

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4 lead generation mistakes to avoid

Last week I presented some lead generation mistakes to avoid, including banking on the “one-contact close,” mistaking email for a CRM system and not purchasing qualified leads. Here are three more. 1. Failing to nurture a “colder” lead. Leads need to be nurtured. Difficult economic times slow buying decisions. Those decisions will be made eventually,  Click to Continue

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Retirement Options

Nice article on 401k’s , IRA’s etc and the different options that are present throughout.   http://www.dailyfinance.com/2011/07/01/retirement-savings-alternatives-to-employer-plans-401k/         The Retirement Think Tank

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Annuity Producers: ‘We’re Optimistic … Sort Of’

As the economy continues to make slow but steady progress, consumers are trying to recover their losses from the financial meltdown. Insurance producers have seen a commensurate increase in annuity sales, and coupled with regulatory reform, rising interest rates, and the tip of the baby boomer iceberg, this has led to an optimistic tone in  Click to Continue

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Delay Taking Social Security, Add Annuity to Survive Retirement, GAO Says

  A recent GAO study was requested by Senator Herb Kohl, a Wisconsin Democrat and chairman of the Senate Special Committee on Aging.  The study illustrates the benefits of increasing guaranteed retirement income by adding annuities to the client’s income plan.  Combine this article with the recent “Is your Advisor right for your retirement”article that we recently posted  Click to Continue

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