Posted 1 day Ago
Surprising Social Security Stats
Surprising Social Security Stats

Why It Matters: According to AARP Social Security Planning in 2015 and Beyond Only 16% of people 45-64 turn to their financial ... More

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Posted 1 day Ago
3 Ways You Can Help A Client With Dementia [Video]
3 Ways You Can Help A Client With Dementia [Video]

Why It Matters: According to the Alzheimer’s Association More than 5 million Americans are living with Alzheimer’s disease. By 2050, ... More

402
Posted 2 weeks Ago
How Well Do Your Clients Know Money? New Survey Has Clues
How Well Do Your Clients Know Money? New Survey Has Clues

Why It Matters: Americans in or approaching retirement think they know more than they do about retirement income. About 75% of those ... More

8
Posted 3 weeks Ago
Medical Debt: Should It Be A Part of A Retirement Plan?
Medical Debt: Should It Be A Part of A Retirement Plan?

Why It Matters: One in five working-age Americans with insurance struggle with medical bills. HSAs and FSAs can help offset medical ... More

808
Posted 4 weeks Ago
Familiarity Fraud: Scams Targeting Seniors
Familiarity Fraud: Scams Targeting Seniors

Why It Matters: Familiarity fraud (perpetrated by a person of trust) against seniors is a potential danger for your clients. Helping ... More

542
Posted 1 month Ago
Guiding Clients on the Basics of Roth 401(k)s
Guiding Clients on the Basics of Roth 401(k)s

Why It Matters: As more employers start offering Roth 401(k)s, you may start getting more questions about them. Unlike a Roth IRA, a ... More

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