IRAs give owners the option of keeping assets and beneficiary designations private. However, when people don't have a clear understanding of beneficiary designations, things can go awry.
You can use a social referral or event to reach out to new prospects. Here are 7 tips for how to sell yourself without overstepping the boundaries of business etiquette.
Young peoples faith in their future Social Security benefits is at rock-bottom.
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"uri": "/2015/07/22/4-keys-to-roth-conversions/",
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"summary": "Financial advisors should have a Roth conversion conversation with clients, to review and evaluate options. Here are 4 key points to cover.",
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"summary": "Women face financial burdens men don't face as much--here's how your can be of best help to your female clients as they plan for retirement.",
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"uri": "/2015/07/13/help-your-clients-check-their-social-security-iq/",
"title": "Help your clients check their Social Security IQ",
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"summary": "Misconceptions abound about Social Security--here's a quick way to help clients learn more so they can maximize benefits.",
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{
"uri": "/2015/06/09/the-high-cost-of-keeping-ira-beneficiary-designati/",
"title": "The high cost of keeping IRA beneficiary designations private",
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"uri": "/2015/06/04/7-ways-you-can-promote-social-referrals/",
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"summary": "You can use a social referral or event to reach out to new prospects. Here are 7 tips for how to sell yourself without overstepping the boundaries of business etiquette.",
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{
"uri": "/2015/05/27/help-clients-maximize-federal-financial-aid-for-ch/",
"title": "Help clients maximize federal financial aid for children",
"byline": " Rich White ",
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"prettyDate": "May 27, 2015",
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"summary": "What advice can you give to clients with children approaching college age, to help them stand the best chance of qualifying for financial aid?",
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{
"uri": "/2015/05/06/help-clients-evaluate-true-cost-of-independent-liv/",
"title": "Help clients evaluate true cost of independent living",
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"summary": "To many, senior living arrangements seem like a lot of money to pay every month but is it really?",
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{
"uri": "/2015/04/15/student-loans-and-helicopter-drops/",
"title": "Student loans and ‘helicopter drops’",
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"summary": "Some young people are so crushed by student loan repayments that they cant focus on long-term financial goals, such as participating in a 401(k).",
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{
"uri": "/2015/04/13/how-to-help-parents-boost-college-saving-confidenc/",
"title": "How to help parents boost college saving confidence",
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"summary": "The most basic goal of effective college planning is to achieve agreement between spouses, and that's not always easy at all.",
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"uri": "/2015/04/07/the-real-social-security-debate/",
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"summary": "Young peoples faith in their future Social Security benefits is at rock-bottom.",
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