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Kahneman - Clients Driven by Losses, Not Gains
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Further advice from the father of behavioral finance on the perils of hindsight, the power of client regret and what really sets apart Warren Buffett.
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Daniel Kahneman's top advice - Don't churn accounts
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Nobel laureate says advisers must recognize the cost and futility of betting against the market.
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Work Smarter With Widows
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There is nothing more devastating than the loss of a spouse. No matter how well a couple prepares for this eventuality, losing one’s husband or wife is a terrible shock and often requires years of adjustment.
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Wall Street's Watchdog Doesn't Disclose All Regulatory Red Flags BROKER-CHECK
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Finra Doesn’t Make Public All Its Information About Brokers.
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What Medicare Doesn't Cover
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Medicare covers a variety of health care services, but it certainly does not cover everything.
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'Give It Twice' Trust
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A very popular option for a parent with children is called the “Give It Twice” trust. This is a trust funded when the surviving parent passes away.
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The Typical American's Net Worth By Age - Here's Where You Stand
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Ask most people what their net worth is and they probably don’t know. Show them how to calculate it and they’ll be dying to know how they compare to their peers.
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Game Changers - Dealing With Dementia
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Dementia is not only robbing the elderly of their mental capacity, it’s putting financial advisers in a bind.
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Blood And Money - How Familial Strife Can Unravel Estate Plans
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Few things can unravel a client’s estate plan more than familial strife.
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A Way to Fix Long Term Care Insurance
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The best way to make long-term-care insurance accessible—and affordable—for more people might be to change what has become gospel in the business: the use of short “elimination periods.”
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