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Marlene Satter
Millennials make less than boomers did at their age
Article posted by Marlene Y. Satter
Millennials are making 20 percent less than boomers did at their age—and that’s despite the fact that they’re also better educated than boomers were when they were younger.

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Prospecting »

William Byrnes
Trump tax reform may prompt changes in clients' 401(k) strategies
Article posted by William H. Byrnes, Esq.
The beginning of the Trump presidency is right around the corner—and, for many high-income clients, this new era is expected to bring about substantially reduced income tax rates. While this reduction in income tax rates will likely come as a welcome change, it also adds a new layer of complexity to retirement income planning

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Practice Management »

Nick Thornton
Bill to delay fiduciary rule not expected to get immediate attention
Article posted by Nick Thornton
Industry stakeholders would be wise to temper hopes that introduced legislation to delay implementation of the Labor Department’s fiduciary rule will be addressed quickly, according to one veteran industry advocate.

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Technology »

Sean A. Ruggiero, CEP RICP
Why agents need inbound marketing
Article posted by Sean Ruggiero
Ideas to establish an effective inbound marketing program

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Social Media »

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