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Sales and Marketing »

Marlene Satter
Lose health care, get a new retirement account?
Article posted by Marlene Y. Satter
The tax-advantaged Roth HSA, which provides savers with a tax-sheltered means of investing funds meant to pay for health care expenses, is the brainchild of Senators Bill Cassidy, R-LA, and Susan Collins, R-ME

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Prospecting »

SteveDrozdeck
I never promised you a rose garden, Part I
Article posted by Steve Drozdeck
This is a mentor's letter to a financial advisor who is feeling burnt out and has possibly reached a production plateau. The mentor offers some sage advice which you may relate to.

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Practice Management »

Warren Hersch
Moving the retirement outcome needle: 3 studies shed light
Article posted by Warren Hersch
TIAA research highlights the increasingly important role of employer-sponsored retirement plans, but also a continuing disconnect between reality and workers’ expectations about retirement.

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Technology »

Danielle Andrus
Deadline approaching for New York Cybersecurity regulations
Article posted by Danielle Andrus
Gov. Andrew Cuomo of New York announced Thursday final regulations that require financial services institutions to establish and maintain strict cybersecurity standards and to report them to the state’s Department of Financial Services.

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Social Media »

Bob Clark
Can you hear me now? The tech scam better explained
Article posted by Bob Clark
Better understanding on how telephone, and other, scams work.

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