With more people living longer and some retiring earlier than the historical norm, is Social Security on the brink of insolvency?
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Category: Financial Services
Retirement readiness harder to come by for women, study shows
Many women don’t have the financial resources to retire and still maintain their standard of living.
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Should you offer a financial wellness program to your key employees?
More business entities are offering financial wellness programs for their staff. Should yours?
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How premium financing may help address long-term care needs
Premium financing may be able to make poor health in your golden years more affordable.
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Why banks are best for your business lending needs
Here are some of the typical aspects that are part and parcel of working with a private originator and why banks serve as the smarter, safer alternative.
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Why working with a financial advisor helps you achieve retirement freedom
Some of your potential advisees may not be fully convinced that investing in professional wealth planning advice is really worth it.
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Poll: Parents obligated to leave inheritance, most millennials say
Though effective estate planning can take several years to set up, many adult children say that this is something that shouldn’t be too strenuous for themselves to cull together, thanks to the financial obligations parents have to their offspring, a recent poll has found.
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How to build ties with your business owner clients
The following are some key tips in how to build relationships with your business owner clients.
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Premium Finance Opportunities are at All Time High!
In a twist of irony, 2020 will be going down in history as the year no one saw coming. From Covid-19, shutdowns, store inventory shortages, high unemployment, wild market swings, trillion-dollar bailouts, to historically low interest rates, this year will change the future in ways we do not fully understand yet. However, one trend that…
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Why working with a financial advisor helps you achieve retirement freedom
When it comes to wealth planning and retirement readiness, is it better for your clientele to go about the process with an advisor or on their own? Of course, as a financial professional, you know the answer to that question. Yet, some of your potential advisees may not be fully convinced that investing in professional…
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