Annuities »

Melanie Waddell
DOL fiduciary rule will cost firms $3.9 billion: FSI study
Article posted by Melanie Waddell
The fiduciary rule will be a big headache for small BDs and advisors, FSI says.

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Retirement »

Christopher P. Hill, RFC
Why you should start taking Social Security as soon as possible
Article posted by Christopher P. Hill
In most cases, the best way for clients to maximize retirement resources is to take as much Social Security income as they possibly can, as soon as they can.

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My Practice »

Steven McCarty
In trust we trust: Five classic strategies for higher sales
Article posted by Steven McCarty
The best sales ideas focus on trust-building. Such techniques create relationships, not transactions, which is ultimately more profitable for both advisor and client.

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Health »

Marlene Satter
10 most expensive states for retirement health care
Article posted by Marlene Y. Satter
HealthView Services’ advisor- and physician-reviewed methodology projects retirement health care costs based on data from 50 million health care cases.

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Life »

Kerry R
Dollar cost averaging: The secret to steady growth
Article posted by Kerry Resch
When it comes to retirement planning and investing, it sometimes seems like certain people have magic method for success while others don’t.

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