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Blanchett, Finke: What to Do When Clients Listen to TV Pundits

ThinkAdvisor
Dec 09, 2020

Many advisors agree that having clients with a basic working knowledge of finance is helpful; however, the downside of that knowledge can come when clients become too focused on beating the stock market and jumping on “hot tips” from TV “experts” that more often than not don’t pan out.

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How Advisers are Helping Clients Rethink Their Kids’ College Experience

InvestmentNews
Dec 07, 2020

During the COVID-19 pandemic, college students have been forced to adapt to a new type of learning environment.

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Connecting to a Legacy: A Personal Account

Dec 07, 2020

It’s safe to say Rod Abraham, CLU®, has a unique relationship with financial services.

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MSM vs. MBA: A Comparison of Graduate Programs in Business

Dec 02, 2020

Leaders never stop growing. In a competitive business world, it’s important for you to stand out in all the right ways. A graduate program can help take your career to the next level.

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Time for Heroes

InsuranceNewsNet
Dec 01, 2020

With discussions about racial equality in both everyday and professional settings being renewed in 2020, the financial services industry is making efforts to address the disparity and step up support of diverse professionals.

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The Longevity Economy and The Factors That Have Given Rise to the Current Landscape

The Street
Nov 30, 2020

In modern retirement planning, one of the biggest considerations facing advisors and clients alike is how long clients expect to live.

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Social Security Gotchas During The Pandemic

Forbes
Nov 30, 2020

Many experts have been discussing the potential long-term problems facing Social Security, and amid a global pandemic, issues like filing deadlines, inconvenience, and early election for benefits have become even trickier to navigate.

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Do Defaults Limit Consumer Response to Rainy-Day Funds?

Yahoo! Finance
Nov 25, 2020

With the financial pressures facing many Americans during the COVID-19 pandemic, one of the most pressing questions has been how active everyday savers and investors should be in managing their money.

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401(k) Defaults Linked with Lower CARES Act Withdrawals

InvestmentNews
Nov 24, 2020

Many financial professionals agree one of the benefits of the CARES Act of 2020 has been the ability of 401(k) plan participants to take early withdrawals without penalty in order to compensate for income shortfalls in other areas.

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Do Variable Annuities Belong in a Retirement Plan?

BenefitsPro
Nov 23, 2020

In resolving the puzzle of retirement income for many older Americans, some experts and advisors are examining the potential benefits and drawbacks associated with guaranteed-income products.

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