A Shurwest Advisor Spotlight interview with Brandon B. in Des Moines, Iowa. Brandon uses his Medicare expertise to meet new clients. ...
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Archives by: Retirement News Online
Retirement News Online
Retirement News Online Posts
Paying for college and saving for retirement don’t have to be mutually exclusive. To pay for my child’s college education or keep saving for retirement? For some of ...
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Neil says: “If one were to ask me to summarize my investment strategy, the answer would be “to maximize growth potential with minimum or no risk in order ...
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Mike C. has more than two decades of financial and estate planning experience, having served hundreds of clients in several states. He specializes in working with seniors ...
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Aligning who you are, with your mission, identity and values can form the foundation of brand recognition. How does your firm think about itself and how does it ...
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The explosion of fintech solutions and support tools for financial advisors in recent years, along with clients’ hunger for an online, tech-integrated experience, are contributing to a ...
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If you’re looking to increase client engagement in 2018, you may want to consider indexed universal life (IUL). Here are three ways to discuss IUL as a tax-efficient ...
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Current strategies for tax optimization by asset location in after-tax, pre-tax, and tax-free (Roth) accounts are unchanged. Because of lower rates, retirement savers will have more after-tax money in ...
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Despite all the talk of a retirement crisis — and fears of people running through their savings too quickly — a new study has found something interesting: Older ...
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And you’ll find almost as many that say it’s dated and overrated. Which is accurate? A lot depends on the individual investor. Simply put, buy and hold is ...
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