Health care alert: Many seniors vague on health care reform
By Daniel WilliamsWhile voters across the country are up in arms over whether and how to proceed with health care reform, many seniors are struggling to understand what reform could mean for them. The opinions seniors form about the matter could prove to be a
September 01, 2009
Why was 2008 a "terrible" year for 529s?Why was 2008 a "terrible" year for 529s? Read "529 plans: The best and worst in Morningstar's annual study" by managing editor Jenny Ivy online...
September 01, 2009
Avoid testimonial MISTAKESCustomer testimonials are like gold for senior advisors.
September 01, 2009
Make opportunities from objectionsTop Ten Selling The best salespeople know that an objection from a prospective customer is an opportunity. It is a clear sign that the prospect is giving your product or service consideration and may be on the verge of buying. The best salespeople
August 31, 2009
Boomers wrong on health costsAccording to a new survey, Americans are dramatically underestimating their retirement health care costs and insufficiently planning as a result. The July survey of something called...
August 31, 2009
Listen to ChuckWhen Chuck Schwab talks do people listen? They ought to--even when he is off base, as he was in an August 19 opinion piece, "Brokers Aren't Responsible for Bad Bets," in The Wall Street Journal.
August 31, 2009
Conservative moves hurt near-retireesRecent data suggests 401(k) investors are reacting to stock market declines by plowing money into conservative investments such as stable-value funds. But a new study shows...
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