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Will Social Security Really Be Gone in 2035: What You Should Know

Aug 03, 2016

Viability of the Old-age, Survivors and Disability Insurance (OASDI) program casually referred to as Social Security, has come under fire as of late. Cynics predict that the program will go broke by 2035, the year in which the youngest baby boomer will turn 70.

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Blended Families: The Modern Need for Modern Financial Advisors

Jun 20, 2016

So-called "modern families," which include blended, same-sex, and multigenerational households are

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Get Ready for the Next CFP Board Exam

Jun 15, 2016

Successful completion of the CFP® Certification Exam is a major milestone in any financial advisor's career.

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The ChFC: A Powerful and Comprehensive Financial Designation

Jun 09, 2016

Advisors interested in obtaining a truly comprehensive financial planning skill set should consider becoming a Chartered Financial Consultant® (ChFC®).

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The Highs and Lows of Cash-Value Life Insurance

May 29, 2016

This article was originally published in InvestmentNews

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How to Continue Your Financial Education While Working

May 26, 2016

While many financial advisors feel the need to advance or continue their education, they often experience a common obstacle: their job, or rather the hours in a week monopolized by a demanding career.

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Get Your CLU for Your Clients' Sake

May 11, 2016

When it comes to pursuing a CLU® designation, some financial advisors may hesitate, because they don't know if it's right for them. However, there is one group that can benefit from the knowledge and skills acquired from this advanced education: your clients.

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Four Challenges Facing Financial Advisors

Apr 08, 2016

Being a financial advisor is a bit like being on a constantly-shifting sea. Sometimes, you are riding the highest crests ... and sometimes, you are the first to know things are about to crash.

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Providing Financial Services to Millennials (Who Aren't Interested)

Apr 01, 2016

For financial advisors, millennials are a great paradox. They’re a growing financial and cultural force but are notoriously difficult to secure as clients.

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5 Reasons Why Women Should Work In Financial Services

5 Reasons Why Women Should Work In Financial Services

Mar 02, 2016

It’s no secret that financial services is a predominantly male field. This knowledge may deter women from entering the industry, or they may not realize the numerous benefits of becoming a financial advisor.

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