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Paying It Forward – The Extended Cut

InsuranceNewsNet
Aug 01, 2021

Many experienced leaders in the financial services field are choosing to help their fellow professionals through mentoring, study groups, and other programs that allow them to pay it forward and pass along their knowledge.

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How Long Should Your Life Insurance Policy Last?

Money
Jul 29, 2021

When considering life insurance, advisors and clients need to work together to determine what the best policies might be to suit individual and family goals.

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OK Boomer vs. Avocado Toast: How to Talk Money Across Generations

Kiplinger
Jul 29, 2021

Baby Boomers and millennials have vastly different experiences with money and approaches to handling their finances, and sometimes this can lead to discomfort and even shame when discussing money across generational divides.

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Panic at Family, Inc.: Strategies for Business Transfers Under Biden’s Proposed Tax Plan

Financial Planning
Jul 26, 2021

President Biden has proposed sweeping changes to the nation’s tax laws that are aimed at making the very wealthy pay their “fair share”; however, College Assistant Vice President and Director of Regulatory Compliance

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Are Your Retirement Savings on Track? These Benchmarks Can Help Determine Where You Stand

MarketWatch
Jul 24, 2021

According to retirement planning experts, the most important factors to consider about retirement age are how much you’ve already saved and your current age.

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The Real Threat of Inflation in Retirement

ThinkAdvisor
Jul 20, 2021

With worries about inflation on the rise, there’s a growing fear among those at or near retirement that their savings won’t be enough to cover costs of living in the new, more expensive environment.

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Universal Life Insurance Makes Big Promises. Can These “Overly Complex” Policies Actually Keep Them?

Money
Jul 19, 2021

Universal life insurance policies have come under scrutiny lately thanks to court cases and public perception that the policies are overly complicated and can spell trouble for both insurers and consumers.

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Expert: It's “A Little Scary” for Retirees to Spend Their Savings

Yahoo! Finance
Jul 15, 2021

While financial advisors often tout the importance of saving up for retirement to their clients, upon reaching retirement, many of those clients may be hesitant to spend their hard-earned savings.

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What to Consider When Deciding Between a Revocable and Irrevocable Trust

Kiplinger
Jul 14, 2021

Contrary to popular belief, trust funds in financial planning are not just used by the super-rich: in fact, they can be just as useful for many middle-class Americans.

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These 6 Psychological Biases May be Holding You Back from Building Wealth

CNBC
Jul 08, 2021

During a market downturn, investors are even more likely to make hasty decisions and sell off assets when they should ride out the turbulence; that’s according to WMCP® Program Director

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