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  • 4 Reasons Giving is Good for You
    4 Reasons Giving is Good for You

    Philanthropist Says Money CAN Buy Happiness – But Only When You Give It Away

    Many Americans are choosing to hold onto their money these days, a lesson learned from the 2008-09 financial crash. It’s good to have savings – but not to the point of hoarding, says entrepreneur and philanthropist Tim McCarthy, author of Empty Abundance.
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  • Millennials Prioritizing Retirement and Health Saving Through Workplace Benefits
    Millennials Prioritizing Retirement and Health Saving Through Workplace Benefits

    Report: New features making financial benefit plans more valuable and easy to use

    Saving for retirement and health care expenses was a priority for employees of all ages during the first half of 2014, according to the latest Bank of America Merrill Lynch 401(k) Wellness Scorecard.
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  • Morrison & Foerster Launches Financial Services Enforcement Blog
    Morrison & Foerster Launches Financial Services Enforcement Blog

    MoFo ReEnforcement analyzes actions by state and federal regulators

    Morrison & Foerster introduces MoFo ReEnforcement, a new blog addressing enforcement matters affecting the financial services sector. The blog can be found at http://www.moforeenforcement.com/ or on Twitter at @MoFoReEnforce.
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  • Advising Special Needs
    Advising Special Needs

    Demand for specialized financial advice is on the rise

    The demand for financial advice for special needs families rises as special needs children’s lifespans lengthen and the frequency of some developmental disabilities grows.
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  • Small Business Owners Express Biggest Concerns Heading Into Election
    Small Business Owners Express Biggest Concerns Heading Into Election

    Health Care Costs, Taxes, Government Spending Top the List

    Heading into November's mid-term elections, small business owners with primarily 1-10 employees discussed the concerns they would most like Congress to address. Their confidence appears to be dipping as they await to see how certain issues are handled.
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  • Which Source of Power Can You Leverage?
    Which Source of Power Can You Leverage?

    Utilizing your optimal source of power creates effective leadership

    Can power make women successful, defined leaders, and help them continue to enhance the world? Joann M. Eisenhart, Ph.D., senior vice president of human resources, facilities and philanthropy at Northwestern Mutual has taken an in-depth look at women, power and success through a series of white papers.
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  • Four Ways to Hire & Get the Most from a Advisor
    Four Ways to Hire & Get the Most from a Advisor

    A Strong Bond is Essential for Money Management

    As the United States approaches an unprecedented point in its history – what many are calling a retirement crisis – attention for retirement planning is at an all-time high.
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  • Targeted Marketing Can Boost 2015 Employee Benefits Enrollment
    Targeted Marketing Can Boost 2015 Employee Benefits Enrollment

    Participation equals payoff

    Mass customization sounds like an oxymoron, but it’s what we’ve all come to expect from our online experiences. Retailers, service providers and other vendors use the data they gather from their customers to tailor their product offerings to each individual. This gives the customer a better experience while enhancing the provider’s opportunity to close a sale.
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  • Life and Annuity Companies Prefer Simplified Approach to Allocating Costs
    Life and Annuity Companies Prefer Simplified Approach to Allocating Costs

    However, Top Performers Show a Different Tendency

    Ward Group, an Aon Hewitt company and the leading provider of benchmarking and best practices research studies for the insurance industry, today released findings from its study of cost allocation practices at life and annuity insurers. The results show that companies tend to prefer using simplified approaches for the basis of allocating costs throughout the organization rather than complex, multi-driver formulas.
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  • America’s Giving Genie
    America’s Giving Genie

    Ninety One percent of America's millionaires engage in charity annually

    UBS Wealth Management Americas (WMA) today released its quarterly UBS Investor Watch report, "Doing well at doing good," revealing the giving habits of wealthy investors. In spite of the recent economic uncertainty, America's "giving gene" remains intact, and donations of money have actually increased.
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  • A Little Knowledge is a Risky Thing…
    A Little Knowledge is a Risky Thing…

    Many Americans Fail to Ask Basic Questions Before Signing Up for Health Insurance

    With the Affordable Care Act (ACA) open enrollment period starting in November, a national survey by the American Institutes for Research (AIR) finds that three out of four Americans are confident they know how to use health insurance, but 42 percent say they are not likely or only somewhat likely to review a plan’s details before signing up for coverage.
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  • Putting Market Corrections Into Perspective
    Putting Market Corrections Into Perspective

    As pullbacks tug on our purse-strings, history supports a calming view

    Markets posted another week of losses amid continued fears, though markets trimmed losses on Friday on better-than-expected earnings results from top companies. For the week, the S&P 500 lost 1.02%, the Dow fell 0.99%, and the Nasdaq dropped 0.42%.
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