Posted Nov. 10, 2017
Why Your Clients Should Mind The Retirement Gap
Why Your Clients Should Mind The Retirement Gap

Why It Matters: You are one of your client’s greatest assets in their financial planning. The retirement savings gap for most Americans ... More

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Posted Oct. 26, 2017
Procrastinating Clients Can Benefit From These 9 Year-End To-Dos
Procrastinating Clients Can Benefit From These 9 Year-End To-Dos

Why It Matters: Many tax- and investment-related deadlines are approaching at the end of the year. Procrastination can be costly for ... 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. 17, 2017
Medicare Overseas: What to Know
Medicare Overseas: What to Know

Why It Matters: Clients appreciate when you can help them save money on health care. They might want to know that Original Medicare ... More

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Posted Oct. 13, 2017
Financial Strategies for Alzheimer’s Clients
Financial Strategies for Alzheimer’s Clients

Why It Matters: The costs of Alzheimer’s are high, and the disease currently has no cure. Proactive conversations can help give clients ... 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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