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Archive :
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When to Tell Clients to Spend Their Money Already
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Any advisor can pick investments that make money for clients over the long haul. Your challenge: Take that burgeoning wealth and guide your clients’ choices, so the money makes their lives better.
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Is Your Financial Planner Getting Rich At Your Expense
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Not understanding how your money adviser gets paid could cost you handsomely
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Secrets Of The Wirehouse - Self Regulatory Bodies Favor Themselves
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Most consumers don’t know that there are two primary regulators for financial advisors and that one of those bodies is not governmental, but a self-regulatory body.
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Make Long-Term Care Coverage More Affordable
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I have been thinking about getting a long-term care insurance policy, but have found the monthly premiums to be very expensive. How can I find cheaper coverage?
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Long Term Care in the United States - A Timeline
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Helping LTC Caregivers Find Needed Resources.
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Avoid the Annuity Hard Sales Pitch
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When a financial adviser or insurance agent suggests you buy an annuity, is he looking to serve your best interests—or to collect an iPad and a trip to Aruba?
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IRA Giving Goes Permanent
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Lawmakers’ approvals at the end of 2015 ONCE again brought qualified charitable distributions back to life.
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Good Advice
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In today’s climate of one-page financial plans, bargain-basement fund pricing and automated investment tools, you may wonder whether you still need a living, breathing financial adviser.
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Gifts to Caregivers
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Strict laws providing for a presumption of fraud or undue influence may cause unintended consequences
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EC’s Walter Calls for Uniform Fiduciary Standard for Investment Industry
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SEC Commissioner Elisse Walter backed the implementation of a uniform fiduciary standard for all investment professionals on Wednesday.
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