The Speech
By Steve PiontekPresident Obama seems to like highwire acts. Once again the president used a very visible speech to try and regain the upper hand in a ...
September 09, 2009
A move toward more equal distribution of wealth?"The rich get richer" may not be an accurate adage anymore. Economists pouring through data are saying - with increasing frequency - that the rich as a group are no longer getting richer.
September 08, 2009
Retirees' spending strain44% -- Percentage of retirees who are supporting at least one individual financially. 53% -- Percentage of retirees who are supporting children financially; 37 percent are supporting grandchildren. 44% -- Percentage of
September 08, 2009
Retirees' spending strain44% -- Percentage of retirees who are supporting at least one individual financially. 53% -- Percentage of retirees who are supporting children financially; 37 percent are supporting grandchildren. 44% -- Percentage of
September 08, 2009
Individual life sales plummetIndividual life insurance sales dropped 20 percent in the second quarter of 2009, following on the heels of a 26 percent drop in the first, according to LIMRA. That's the steepest six-month decline in nearly 70 years. Premium sales overall
September 08, 2009
Retirees, women underprepared for retirementA recent study by Charles Schwab found that between under-saving, and unforeseen costs during retirement, retirees may be woefully under-prepared. In the quarterly Real Life Retirement survey, 44 percent of retirees admitted to supporting at least
September 08, 2009
If you don't ask, you don't getNo More Cold Calling Get clear on your ideal client and ask for what you want. People will be happy to refer you. (Really!) Our clients know us, like us, respect our suggestions, and continue to invest with us. Of course they'll refer us,
September 08, 2009
Retirees, women underprepared for retirementA recent study by Charles Schwab found that between under-saving, and unforeseen costs during retirement, retirees may be woefully under-prepared. In the quarterly Real Life Retirement survey, 44 percent of retirees admitted to supporting at least

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