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  • Midsize Businesses Poised To Grow In 2015
    Midsize Businesses Poised To Grow In 2015

    Investing in operations, technology, new products and services; Adding staff, but access to talent hinders hiring

    Heading into 2015, midsize businesses are well-positioned to be a driving force of our nation’s economy. A majority of midsize business owners are optimistic about the economy and plan to make key investments to drive growth for their companies, including operations, technology, new products and services, adding staff, and expanding into new markets, according to The Hartford’s 2014 Midsize Business Monitor.
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  • Individual Account Retirement Plan  Ownership Trending Down, but Assets Up
    Individual Account Retirement Plan Ownership Trending Down, but Assets Up

    Underlining how well, or how poorly, prepared people are for retirement

    While the share of families with an individual account retirement plan is ticking down, the assets in those plans are going up, according to a new analysis by the nonpartisan Employee Benefit Research Institute (EBRI).
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  • Is Employer-Sponsored Health Insurance a Thing of the Past?
    Is Employer-Sponsored Health Insurance a Thing of the Past?

    Here's Why the Answer Is Yes and What You Should Do About It Right Now

    The passing of the Affordable Care Act made it official: The era of group health insurance is over. And whether you’re an employer, employee, insurance broker, or some other type of trusted adviser, it’s time to leverage the huge opportunities that come with this new reality.
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  • Met & Fidelity Partner with New VA
    Met & Fidelity Partner with New VA

    Accumulation Annuity Now Available Exclusively Through Fidelity, Helping Investors Protect their Investment in Any Market

    MetLife, Inc. (NYSE: MET) and Fidelity Investments® today announced the introduction of a new deferred variable annuity product that provides investors both growth potential and protection against loss if held for a minimum of 10 years.
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  • ‘Better Money Habits’ Millennial Report
    ‘Better Money Habits’ Millennial Report

    Young People Think They Have Good Financial Habits, but Many Still Depend on Mom and Dad

    Millennials are confident in their ability to manage their finances, but their actions tell a different story, according to the Bank of America/USA TODAY Better Money Habits Millennial Report, released today.
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  • Half of Pre-Retirees Wish They Had Started Saving Sooner
    Half of Pre-Retirees Wish They Had Started Saving Sooner

    Running out of money to cover monthly expenses is the top concern

    More than half (52 percent) of people approaching retirement (age 55-64) say they wish they had started saving for the future sooner, according to results from a new TIAA-CREF survey. Many say they wish they had made smarter financial decisions earlier in their career, including saving more of their paycheck (47 percent) and investing their savings more aggressively (34 percent).
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  • Majority of Millennial Investors Have a Financial Plan…
    Majority of Millennial Investors Have a Financial Plan…

    ... Yet save only half what they need; How you can fill the gap

    A new investor behavior survey conducted by the Nationwide Retirement Institute found that 64 percent of millennial investors (aged 18 to 35) say they have a financial plan.
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  • ‘Retirement Expectations’ a Casualty of the Great Recession
    ‘Retirement Expectations’ a Casualty of the Great Recession

    Changes in Later-Than-Expected Retirement After 2007

    Among the victims of the “Great Recession” of 2008‒2009 was the retirement expectations of many Americans. New research from the nonpartisan Employee Benefit Research Institute (EBRI) has quantified just how much those hopes suffered.
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  • A Slow Week Ends in New Highs
    A Slow Week Ends in New Highs

    October shoppers underscore an emerging and positive retail trend

    Weekly market view from LMK Wealth Management

    Markets ended a sluggish week of trading slightly up, notching another record close for the S&P 500. For the week, the S&P 500 gained 0.39%, the Dow grew 0.35%, and the Nasdaq added 1.21%.
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  • Ranking: Best Cities for Successful Aging
    Ranking: Best Cities for Successful Aging

    Where Does Your City Rank? Index Analyses 352 Metropolitan Areas to Identify

    The Milken Institute released today the first-of-its-kind, data-driven index, Best Cities for Successful Aging, which measures and ranks the performance of 352 U.S. metropolitan areas in promoting and enabling successful aging.
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  • Most Popular Financial Product… Savings Accounts?
    Most Popular Financial Product… Savings Accounts?

    They top the list for which American's are most thankful

    Savings accounts may not pay what they used to, but they are still the financial tool Americans are most thankful for in 2014, according to a new study by personal finance website MoneyRates.com.
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  • Will ‘myRA’ Accounts Alter Your Clients’ Retirement Plans?
    Will ‘myRA’ Accounts Alter Your Clients’ Retirement Plans?

    3 Factors to Consider When Planning for an IRA

    mportant changes are coming this fall for what’s become one of the biggest concerns of the era: affording retirement. Those who are saving for retirement and meticulously troubleshooting tax obstacles may want to restructure their plans.
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