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  • Calculating a Viable Income Equation Calculating a Viable Income Equation

    Market Value Growth + Retirement Security-
    Unfortunately, it just isn't available in a standard 401k

    by Steve Selengut

    Since the demise of corporate Defined Benefit Plans, most employees have been forced to rely on their own investment acumen to make sense of the product menu choices accompanying an ever growing array of private and public Defined Contribution Plans. read more
  • Leveraging Life Insurance for Longevity Leveraging Life Insurance for Longevity

    A value-equation for the prospect of living to 100

    by Rod Rishel

    As consumers continue working on their resolutions this new year, February seems a fitting time to review with them their current and potential financial challenges, and how recent innovation in the life insurance industry has generated cutting-edge solutions. read more
  • Make a Difference With Your Money Make a Difference With Your Money

    Advisor urges clients: Help your family or community by helping yourself first

    At some point during their lifetime, most people wonder whether they’ve done enough – if they’ve made a positive impact, says Jeff Bucher, a financial advisor who helps working-class Americans plan their golden years. read more
  • Innovation Maturity in Insurance Innovation Maturity in Insurance

    Enabling the Next-Gen Insurer

    Strategy Meets Action (SMA) a leading insurance strategic advisory firm, has just released a new research report, Innovation Maturity in Insurance: Enabling the Next-Gen Insurer. This report provides a framework to help insurers assess their current innovation maturity level compared to where they want to be. read more
  • Investing Today: Mistakes Must Service a Purpose Investing Today: Mistakes Must Service a Purpose

    Some Early Lessons

    by François Sicart

    It is not that easy to talk about one’s mistakes. In the early days of Tocqueville Asset Management, I suggested that the senior partners jointly write a report about their most memorable investment mistakes and what they had learned from them. read more
  • American Dream Is Thriving, Optimistic About Growth American Dream Is Thriving, Optimistic About Growth

    Small Business Owners Aspire to Be Ben & Jerry's, Not Uber

    Xero, the global leader in online accounting software for small business, today released the findings of a national survey of entrepreneurs. read more
  • U.S. Job Tenure Continues  Growth, Driven by Women U.S. Job Tenure Continues Growth, Driven by Women

    Women staying longer, men shorter

    American workers are continuing to stay a bit longer in their jobs, according to new data from the nonpartisan Employee Benefit Research Institute (EBRI). read more
  • The Snowball Effect: How $50 Today Becomes Big Retirement Bucks Tomorow The Snowball Effect: How $50 Today Becomes Big Retirement Bucks Tomorow

    Significant Impact Saving One Percent More Can Have on Retirement

    With millions of Americans increasingly responsible for their own retirement, many are grappling with how to build a nest egg that will last their lifetime. read more
  • Hearsay Social Unveils ‘Predictive Social Suite’ Hearsay Social Unveils ‘Predictive Social Suite’

    The First Complete Platform for Advisors
    to Fully Engage Today’s Social, Mobile Customer

    Hearsay Social, the leading technology provider for the financial services industry, today unveiled the ‘Predictive Social Suite’ for financial advisors and insurance agents. read more
  • Our Minds Can Play Dirty Tricks On Us Our Minds Can Play Dirty Tricks On Us

    As entrepreneurs, we like to think we are impervious to disruptive forces

    by John Graham

    “Digital disruption makes a nice headline,” said an insurance executive, responding to a news report that insurance agents are being “squeezed” by the Internet. “The realities of the insurance business are a bit more complex than that,” he said, assuring insurance agents that digital is no threat to their business. read more
  • Working Out A Safe-Money Strategy Working Out A Safe-Money Strategy

    Retirees Can Take Steps To Protect Savings From Vagaries Of The Market

    As people creep into the retirement “red zone” – those years just before or right after they retire – it becomes more important than ever that they find ways to keep their savings safe. read more
  • Why You Shouldn’t Go Cheap  When Filing Your Taxes Why You Shouldn’t Go Cheap When Filing Your Taxes

    Why You Should Hire A Good CPA & Not Part-time

    Help It’s that time of year for part-time help at the local tax-preparation location, when drivers can see seasonal staff standing at busy intersections wearing costumes of the Statue of Liberty or Uncle Sam. read more