Marketing

  • A Student Debt Snapshot
    A Student Debt Snapshot

    A staggering $1.3 trillion is held by new grads... and older grads as well

    The value of a college degree has never been higher – at least in financial terms. Over the past decade, the cost of a university education has risen three times faster than other school-related expenses. Most students finance at least some of that cost by taking out student loans, with the goal of having their…
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  • Northwestern Mutual Debuts Art Exhibit Designed to Catalyze Community Involvement
    Northwestern Mutual Debuts Art Exhibit Designed to Catalyze Community Involvement

    Giving Gallery: Community in Process, now open to the public, embodies the spirit of philanthropy

    Northwestern Mutual has created a first-of-its-kind model to showcase community renewal, titled Giving Gallery: Community in Process. Now open in the public space of the company's Tower and Commons, it illustrates how, when all of us come together, we can reach our greatest potential.
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  • Has Enrollment in HSA-Eligible Health Plans Stalled?
    Has Enrollment in HSA-Eligible Health Plans Stalled?

    Study reveals very little growth in HSA-eligible health plan enrollment since 2014

    In its new Issue Brief, “Has Enrollment in HSA-Eligible Health Plans Stalled,” the Employee Benefit Research Institute (EBRI) finds that across five separate surveys, growth rates in Health Savings Account (HSA)-eligible health plan enrollment have been trending down.
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  • Pessimism Grows On U.S. Housing Market Following New Tax Laws
    Pessimism Grows On U.S. Housing Market Following New Tax Laws

    Despite fast-rising home values now, housing experts say they expect appreciation to slow to below 3 percent by 2021

    But the longer-term outlook is less rosy. There is some concern that tax cuts at this point in the business cycle may be throwing fuel on an already ranging fire.
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  • Annuities, Advisors and Aging
    Annuities, Advisors and Aging

    Retirees Who Own An Annuity Are More Confident

    LIMRA Secure Retirement Institute study finds retiree annuity owners feel more confident that they are more likely to afford their preferred retirement lifestyles - even if they live to age 90 or older - than retirees who do not own an annuity. The study includes retirees with annual household incomes of $35,000 or more.
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  • 5 Traits of Customer-Obsessed Companies
    5 Traits of Customer-Obsessed Companies

    Channelling your inner-customer

    Today's customers evaluate a company on the experience that they receive. The entire sales cycle (pre-sales, purchase, and post-purchase) experience is as important to them as the actual product or service.
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  • How to Prepare for the Tricky Tax Seasons of 2018-19
    How to Prepare for the Tricky Tax Seasons of 2018-19

    Americans should check their withholding levels to make sure they won't owe taxes or overpay

    This year and next year, tax time will be even trickier than usual as Americans adjust to the changes from the recently enacted tax law, including adjusting their withholding, according to Senior CFP Board Ambassador Jill Schlesinger, CFP®.
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  • New Research Links Financial Well-being with Community Involvement
    New Research Links Financial Well-being with Community Involvement

    Survey: People involved in communities are more likely to report being financially secure

    A new nationwide poll released today by Massachusetts Mutual Life Insurance Company (MassMutual) concludes that Americans who are involved in various communities not only find it personally gratifying, but financially rewarding as well.
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  • Charitable Giving After a Tragedy
    Charitable Giving After a Tragedy

    Sadly, scammers often take advantage of these moments of vulnerability to deceive donors

    After a terrible and very public tragedy such as a mass shooting, people want to help in any way possible, and that often means contributing to fundraisers to help the survivors and the families of the victims. Sadly, scammers often take advantage of these moments of vulnerability to deceive donors.
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  • Insider Trading: Research Shows Stock Buys Significantly Outperform Sells, Regardless of Holding Size
    Insider Trading: Research Shows Stock Buys Significantly Outperform Sells, Regardless of Holding Size

    What signals are they really sending?

    When many people hear the words "Insider Trading," they automatically assume something illegal is going on, though in fact in the United States there is no law that specifically bars investors from partaking in it.
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  • Middle Market CFOs Bullish On 2018 Revenue And Earnings
    Middle Market CFOs Bullish On 2018 Revenue And Earnings

    Seeing projected gains in every sector from retail to transportation, technology to manufacturing

    A nationwide survey of more than 500 middle market senior financial executives reveals a positive outlook for 2018 -- with nearly 75% of respondents predicting that both the global and domestic economy will remain strong through the coming year.
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  • Celebrate Relationships, But Beware of Financial Infidelity
    Celebrate Relationships, But Beware of Financial Infidelity

    Recognizing the Warning Signs of Financial Deception

    It’s one of the biggest threats to a relationship. The National Endowment for Financial Education® (NEFE®) has been following financial infidelity for a decade, and the problem continues to be prevalent among couples.
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  • Who Do You Love?
    Who Do You Love?

    Customers of Financial Services Firms Reveal Top Performers That Win their Hearts

    Customers of top financial services performers reveal who they love in the eighth annual Hearts & Wallets national customer satisfaction rating in a new report by Hearts & Wallets, the source for retail investor data and insights.
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