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Prepare for The Fiscal CliffNovember 29, 2012
If lawmakers cannot agree on how to address the pending fiscal cliff issues, trillions of dollars of tax increases and spending cuts will go into effect beginning in January of 2013.
INSTANT ACCESS: Sales Ideas for Income and LegacyMarch 15, 2012
In today’s environment, consumers in or approaching retirement are faced with a variety of financial concerns. Are the products you’re offering your clients flexible enough? At Roster Financial, we can help with that and a lot more.
Get Your Finger on the Boomer PulseJanuary 24, 2012
As the economy slowly begins to recover, have the attitudes and behaviors of boomers preparing for retirement changed as well? Find out more with INSTANT ACCESS to this complimentary Boomer-focused whitepaper.
How Well Do You Know Your Next Generation of Clients?October 3, 2011
Use these two tools to help define all that a family legacy encompasses, gain insight into how families are communicating about these sensitive issues – and guide you in creating strategies appropriate to their wishes.
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