Retirement >>

Michael Fischer
Top 25 U.S. charities: 2014
Article posted by Michael S. Fischer
The Chronicle of Philanthropy ranks the top charities by private donations, with four of the top 10 DAFs, including those of Fidelity, Schwab and Vanguard.

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My Practice >>

Amy McIlwain
5 things most financial advisors don't know about email marketing
Article posted by Amy McIlwain
With segmented or “trip-wire” email marketing, it is possible to deliver targeted messages that directly meet the unique interests and needs of prospects. Here are a few steps you can follow to develop lead-nurturing e-marketing campaigns that transform prospects into clients.

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Health >>

Kelly Moser
What Halloween taught me about insurance
Article posted by Kelly Moser
I’m Kelly, I’m 26 years old and I have a confession to make: I’ve never been trick-or-treating.

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Annuities >>

kstartt
Let annuities be your bank
Article posted by Kevin Startt
A bank will lend you an umbrella when the sun is out, but when the storm clouds brew, the umbrella is nowhere to be found. It was my annuity that allowed me the peace of mind to start my business, and we are now off and running.

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Life >>

Matthew I. Zik
16 of the most confusing life insurance terms
Article posted by Matthew I. Zik
A short list of the most perplexing — and humorous — life insurance terms.

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