Time to clean out the attic of your 401(k)?
By Chris CarosaThe 1990s are calling - they want their 401(k) plan back.
March 18, 2014
On the Third Hand: ProtestPeople should fight PPACA by fighting it, not by going uninsured.
March 17, 2014
Retirement Income Windfall: How to Get a Social Security Lump-Sum PaymentBy creatively timing when your client first receives Social Security payments, that client can receive a lump-sum payment that can unlock many options.
March 17, 2014
All In, Are Mutual Funds More Expensive Than ETFs?You have to consider mutual fund and ETF expense ratios and tax efficiency, but first, decide what you are trying to accomplish.
March 16, 2014
Oil Makes Countries Go Nuts: How to Prevent More CrimeasSince the big oil exporters have traditionally been troubled countries, is now finally the time to focus on alternative energy sources?
March 14, 2014
5 LinkedIn Privacy Tips Every Financial Advisor Should KnowLinkedIn is becoming an ever-more-powerful business tool. Here's how to protect your privacy while staying easily findable and growing your network.
March 13, 2014
Getting Clients to Follow Your Advice: The Power StruggleAs Kol Birke reminds us, people change their minds not when youre talking, but when theyre talking.
March 13, 2014
LTCI Watch: Never too youngWaiting until people are 45 to tell them about LTC planning? Try 45 days.
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