Posted Nov. 3, 2017
The Health Insurance Question You May Not Be Asking
The Health Insurance Question You May Not Be Asking

Why It Matters An increasing number of people are becoming eligible to use health savings accounts. Newly eligible clients may not ... More

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Posted Oct. 27, 2017
Retirement spending plans: 10 things your clients should know
Retirement spending plans: 10 things your clients should know

Why It Matters: You have guided your clients well on their retirement journey, but your job isn’t done yet. Help them create a spending ... More

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Posted Oct. 20, 2017
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

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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

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Posted Oct. 13, 2017
Cosigners, Beware: Some Debt Can Outlive Borrowers
Cosigners, Beware: Some Debt Can Outlive Borrowers

Why It Matters Death doesn’t always eliminate student debt – something cosigners on private lender loans should keep in mind. The ... More

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Posted Oct. 12, 2017
How Simple Habits Can Save Clients Thousands [Infographic]
How Simple Habits Can Save Clients Thousands [Infographic]

Many people find changing their habits and routines difficult, which is where the phrase “old habits die hard” comes from. Old habits ... More

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