Scammers use IRS to target seniors
By Staff WriterAs tax season approaches, scammers using the Internal Revenue Service as a guise are targeting seniors in phishing scams, according to an AARP Scam Alert. The first hint that an e-mail from the IRS is part of a scam is its appearance in an inbox
March 09, 2009
Study: online retirement calculators don't sufficeOnline retirement calculators paint a prettier picture than what's really needed to save for retirement. AARP's study of 12 online retirement planning calculators found all...
March 09, 2009
Impending health care costs won't lower living standardsNo evidence suggests boomers approaching age 65 will be forced to reduce their living standards due to medical expenses, according to new research from the...
March 09, 2009
Ask for referralsWhat's the biggest issue or roadblock you're finding in your practice today? For many advisors I speak to, it's referrals. It may sound like a simple solution, but if you're not getting the number of referrals you want, then
March 09, 2009
The Downhill Danger of the Stanford ScandalThe demise of the Stanford Group has caused quite a whirlwind in the Baton Rouge area, where I practice, since ithad a significant presence here....
March 08, 2009
Ten ways to thank clients everydayUnder-promise and over-deliver. Do a little more and write it up in the bill with "no charge." Work hard and bill fairly. Return calls promptly, even if it's just to acknowledge you received the client's call and will get ba
March 06, 2009
U.S. pension plan funding declines six percentage pointsFunding ratios at the typical U.S. corporate pension plan dropped six percentage points in February as falling equity markets continued to reduce the value of...
March 06, 2009
Downturn bringing boomers back to financial planningThe biggest setback for boomers, according to research, has been neglectful financial planning because they don't fully understand the value and are embarrassed they haven't...
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