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  • Teaching Your Kids To Give
    Teaching Your Kids To Give

    Establishing the mentality of life-long giving

    by Jennifer L. Jacobson and Gretchen Barry

    While raising kids has never been easy, it can be one of the most rewarding things that some people do–especially when children grow up to be productive, contributing members to society, and that includes knowing how to give back and enrich the communities in which they live.
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  • Holiday Overspending Can Have Long-Term Consequences
    Holiday Overspending Can Have Long-Term Consequences

    NFCC® Cautions against shopping with the heart, and not the head

    Millions of consumers have begun their holiday shopping, snagging sale items either in-person or online, and therefore considering themselves savvy shoppers.
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  • Rising Student Loan Debt: What’s the Solution?
    Rising Student Loan Debt: What’s the Solution?

    Treasury: It looks a lot like the housing bubble

    by James Frischling, President & Roger Pietka, Associate, NewOak

    Student loan debt surpassed $1.3 trillion as of the second quarter of 2014 and has essentially doubled since the start of the Great Recession in December 2007, according to the Federal Reserve. By comparison, consumer credit, excluding student loans, has declined since the Great Recession.
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  • Health Care Subsidies for Federal Exchanges a Negative
    Health Care Subsidies for Federal Exchanges a Negative

    Is there a real threat to the risk-pool?

    Best has issued a Best’s Briefing on a pending U.S. Supreme Court case involving the Patient Protection and Affordable Care Act (PPACA) that could potentially have a negative impact on consumer plan pricing within the federal exchange.
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  • On Rally: Assertive Moves By Major Players
    On Rally: Assertive Moves By Major Players

    Europe, China must step up to keep up with U.S.

    Weekly market view from LMK Wealth management

    Markets rallied for the fifth week in a row on global and domestic good news, sending the Dow and S&P 500 to new record highs. For the week, the S&P 500 gained 1.15%, the Dow grew 0.99%, and the Nasdaq added 0.52%.
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  • NAILBA 33 Hailed as a Success
    NAILBA 33 Hailed as a Success

    Where the Brokerage Industry Meets

    NAILBA 33, the National Association of Independent Life Brokerage Agencies' (NAILBA) Annual Meeting, was recognized by exhibitors and attendees as a success.
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  • Retirement Elusive for Many Canadians
    Retirement Elusive for Many Canadians

    New LIMRA report points to lack of knowledge and planning

    A new LIMRA Secure Retirement Industry report finds that nearly a third of Canadians aged 55 to 70 do not know when they will retire. The oldest members of the group (ages 65 to 70) are the most undecided about when they will retire, with about one in 10 having no intention of ever retiring.
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  • Survey: U.S. the Sickest Country
    Survey: U.S. the Sickest Country

    Those 65 and older most likely to have trouble paying bills

    Eighty-seven percent of U.S. adults age 65 and older have at least one chronic illness and 68 percent have two or more, the highest rates in a new 11-country Commonwealth Fund survey whose findings were published today as a Health Affairs Web First. About half (53%) of the U.S. respondents reported taking four or more medications—the highest rate of the 11 countries.
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  • 3 Tips for Retiring Out of State
    3 Tips for Retiring Out of State

    A Little Planning Can Save a Lot of Money

    Retirees flock to Florida and Arizona for year-round sunshine and golf, but all things considered, they’re not the best states for happy golden years, according to a new survey.
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  • Securian Financial Group Acquires Majority Interest in Insurance Asset Manager
    Securian Financial Group Acquires Majority Interest in Insurance Asset Manager

    Transaction more than triples Securian’s external insurance assets under management

    Securian Financial Group executed a definitive agreement to purchase a majority interest in Asset Allocation & Management Company (AAM) from a private equity fund managed by Stone Point Capital and related investors.
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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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