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The Insecurity of Social Security in Retirement Planning, Part 1

Forbes
May 18, 2020

In a recently-released report, the trustees of America’s Social Security program say the fund may be running out of time on full-scale distributions. This is bad news for retirees or those soon to be retired banking on Social Security benefits to support their lifestyle.

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Optimizing Retirement Income by Combining Actuarial Science and Investments

Quantum
May 18, 2020

In the time of COVID-19, when so many Americans are looking to shore up plans for their retirement amid short-term financial worries, what are the steps advisors and clients can take to secure their legacy and optimize their income?

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How to Properly Approach Conversations About Risk

May 18, 2020

With the world around us in a constant state of uncertainty, it’s human nature to want a sure thing to latch onto. Financial advisors and clients alike can sometimes consider a sure thing or a safe thing as shorthand for the best thing, and that often leads to the subject of risk.

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How to Build Credit at Any Age

OppLoans
May 17, 2020

Whether you’re a retiring Baby Boomer of a young member of Generation Z, one of the financial realities of life is the need to maintain good credit.

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A Personal Mission: Giving Back to the Special Needs Community

May 13, 2020

Imagine growing up feeling different: moving through the world feeling isolated, alien, and misunderstood by others.

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Does the 4% Withdrawal Rule Still Apply?

U.S. News and World Report
May 13, 2020

The 4% rule of retirement plan withdrawal has been a financial planning standard for decades, but market upheaval, the COVID-19 pandemic, and other factors have called it more and more into question. Is it an outdated way to plan for your clients’ retirements?

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Small Business Planning in the Age of COVID-19

May 13, 2020

With the COVID-19 pandemic changing all the rules of financial planning and turning people’s lives across the country upside-down, few are more subject to the economic impact of the virus than small business owners who find their stores shuttered by social distancing orders or unable to make ends

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Humanizing Your Financial Advice for Giving Clients

May 12, 2020

Imagine attending a baseball game with someone who has no interest in the sport while you’re trying to sit back, relax, and enjoy the game. They’re complaining about how bad the food is, the noise level in the stadium, or how bored they are by the whole affair.

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Options for Clients with Student Loans During the Pandemic

The Journal of Accountancy
May 12, 2020

The COVID-19 pandemic continues to rewrite the normal rules of financial planning, and paying for education is no different. Many clients may be having trouble navigating the complex new landscape regarding loan payments and interest for their college-age students.

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