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7 Social Security Mistakes to Avoid
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Most clients get lost trying to navigate Social Security on their own.
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Your worst money habit might not be that bad
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Everyone has bad habits. Maybe you interrupt people when they talk, let your dirty gym clothes pile up on the floor, or misuse the word “literally.”
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Who Should Buy Long-Term Care Insurance
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There are two key factors – your financial situation and health history – to consider when deciding whether to buy long-term care (LTC) insurance.
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When underperforming the S&P 500 is a good thing
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As financial advisers roll through annual client reviews, many will face the task of having to explain how their portfolio strategies so badly lagged the 13.7% gain by the S&P 500 Index last year.
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The Top 10 Social Security Questions
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The complexities of Social Security’s more than 2,800 rules continue to baffle financial advisers as they strive to create secure retirement income plans for their clients.
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SFR23_3e
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A Monthly Report Of Successful Fundraising Ideas, Strategies And Management Issues
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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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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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