News Feed

  • Living more frugally and paying off debt has paid off for one in five retirees — but fewer are looking out to the future to estimate how long their assets will last in retirement.

    November 21
  • When it comes to retirement, many middle class Americans said 80 is the new 65 and plan to delay retirement because of worries over money, according to a new survey.

    November 21
  • The report, “Prolonged Low Interest Rates Take Longer-Term Toll,” says depending on the amount of annuities and other interest-sensitive products in their product, U.S. life insurers may face a considerable amount of interest rate risk. “Despite a moderate uptick in rates through October 2011, the Federal Reserve’s unprecedented announcement of its intention to maintain record low rates through 2013 will further challenge insurers selling interest-sensitive life and annuity products,” the report states. “In addition, the latest Fed stimulus program (Operation Twist) has the potential to lower Treasury yields at the longer end of the yield curve.”

    November 21
  • We are all in search of the next new client……that’s what hunters do! As we approach 2012, most of us are creating next year’s business plan. Typical items to be in included are: Gross Revenue Expenses Net Profit New Business Revenue And a host of other plans and objectives unique to your business. What is the one activity that will have the greatest impact on all of the above 4 items? …

    November 21
  • A research study showed that overweight teen girls who exercised continued to drink soda daily, and many of the overweight boys didn’t exercise at all, in favor of playing video games. I’m no scientist, but it seems to me there’s a work-ethic problem that's derailing their weight-loss progress.

    November 18
  • Last Thursday, Sen. Johnny Isakson (R-GA) introduced the Representation Fairness Restoration Act (S. 1843), a bill that would effectively revoke the National Labor Relations Board’s recent decision in Specialty Healthcare, and establish criteria for determining an appropriate bargaining unit. In Specialty Healthcare, the Board determined a petitioned-for unit will be deemed appropriate so long as that unit consists of a clearly identifiable group of employees. If an employer contends that the unit should include additional…

    November 18
  • Clients want to know that you — a trusted adviser — are looking out for their best interests. Here are five suggestions you can implement immediately that will add new revenue.

    November 17
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  • Bereaved spouses who have a relationship with a financial adviser can find the support invaluable in recovering their family’s financial bearings, according to a new survey. The poll, conducted by the New York Life Foundation and the National Alliance for Grieving Children, surveyed 548 parents who lost a spouse or partner and who still had children under the age of 19 at home. …

    November 17
  • As the U.S. Supreme Court prepares to review President Obama's health care reform, more Americans want to it repealed than want to keep it, a poll released on Wednesday shows.

    November 17
  • Access to paid sick days could save $1 billion in medical costs annually, according to a report by the Institute for Women's Policy Research. Currently, more than 44 million American workers do not have access to paid sick days, and more are unable to use time off to take care of sick children or other family members.

    November 17