Retirement

Retirement strategies >>

Nick Paleveda MBA J.D. LL.M
5 bad pieces of advice from the Dave Ramsey radio show
Article posted by Nicholas Paleveda MBA J.D. LL.M
Dave Ramsey appears to be not very educated in basic personal finance. In spite of this, the power of the radio gives him a following.

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Investments >>

Paul Wilson
Living with impact
Article posted by Paul Wilson
Jason Jenkins sees big changes ahead for the financial services industry. But if there’s one thing life has taught him, it’s that the best way to handle a challenge is to face it head-on.

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Retirement plans >>

Frank N. Darras
The retirement challenge: Using health insurance, life and annuities
Article posted by Frank N. Darras
Retirement is always a challenging stage of life, with insurance just a part of the obstacle course. Future retirees need to really consider health insurance, life insurance, and annuities as part of their future retirement strategy.

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Economy >>

James Katzaman
Build a strong financial house from bottom up
Article posted by Jim Katzaman
Insurance can be a complicated issue for a lot of people, but it doesn't have to be. We, as financial professionals, can explain financial matters in plain language and educate them.

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Regulatory >>

kstartt
Trudging through the market mud run
Article posted by Kevin Startt
Realize we are just like the 73-year-old runner; we're at the end of the race with some big puddles, switchbacks and perils to prod through. It is prudent to take some risk dollars off the table soon and rotate, allocate and avoid the temptation to hesitate and follow the leader off the cliff.

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