Posted Oct. 16, 2017
Benefits to Climb 2% For Social Security
Benefits to Climb 2% For Social Security

For the first time since 2012, seniors will see a 2% cost-of-living adjustment (COLA) to their Social Security checks, about $27 a ... More

190
Posted Friday
How to Save Money on a Mortgage: 3 Ideas to Share
How to Save Money on a Mortgage: 3 Ideas to Share

As you know, a client’s mortgage is a considerable expense. Sharing insights on ways they can save money on their mortgage isn’t just ... More

499
Posted Oct. 9, 2017
Retirement Income for Today’s Retirees
Retirement Income for Today’s Retirees

Why It Matters: Retirement today is very different from the “defined benefit” days of yesteryear. Some of your clients may be ... More

447
Posted Oct. 9, 2017
Spending to Save: The New Retirement Path
Spending to Save: The New Retirement Path

Why It Matters: Many believe their 401(k)s are all they need for a well-funded retirement. Careless day-to-day spending could add up to ... More

208
Posted Oct. 6, 2017
Three Reasons Your Client Should Work Past 67
Three Reasons Your Client Should Work Past 67

Why It Matters: Clients need your help preparing financially for longer lives. Retirement isn’t a one-size-fits-all age. Your clients’ ... More

635
Posted Sept. 29, 2017
The Dead Still Pay Taxes
The Dead Still Pay Taxes

Why It Matters: Clients may need tax assistance after someone close to them dies. Failure to pay taxes on an estate can become a huge ... More

208
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