Recently a quick assessment was posted on Life Health Pro by Maribeth Kuzmeski.  According to Kuzmeski, answering these 8 questions will tell you a lot about your marketing strategy for this year. 1) Do you have an up to date website? And does the site have a call to action to engage your prospects? 2) [...]

Money Q and A has an editorial about the top 10 money questions being asked. I thought I’d share them as some of them are decent questions that a lot of folks have, and I cannot say I disagree with any of the answers.   5. Is it too late to invest in gold? – [...]

 Those of you who are parents and have clients that are parents eventually come to the topic of paying for college. Whether in a social setting or during the discovery process, it is one the of the highest needs clients are looking to have met.  They can be younger and wanting to grow their money [...]

A survey of retirees asked “What is your greatest fear about retirement?” The most common answer given was “out living our money”. This is a major factor in why over 80% of annuities sold in 2010 had a guaranteed lifetime income rider attatched. There are more variaties of these riders today than ever before. This is [...]

Many advisors and agents that I speak to INSIST that their older clients simply “aren’t online” or “don’t use Facebook” but this naive statement is just like saying “I know where all of their assets are” or “I have all of their money.”  Our clients, young and old, are using social media on a regular [...]

Albert Einstein once said, “The most powerful force in the universe is Compound Interest.” This is particularly true when it comes to your IRA, 401(k) and other tax qualified savings accounts. You earn interest on your deposits, you earn interest on your interest and you earn interest on what otherwise would have been paid in [...]

I remember very early on in my insurance career hearing a salesperson say: “Get the money first and straighten out the details later.” Being the type of person that believes the money is in the details, I struggled with this thought process then, and I still do today. I am one of those detail-oriented people [...]

New surveys show that women continue to trail men when planning for retirement.   That makes it all the more important for most married couples to make retirement-planning decisions with the goal of leaving the spouse with greater longevity — typically, the wife — in good shape financially after the other dies.   After the [...]

“The risk that retirees will outlive their assets is a growing challenge,” according to a study from the Government Accountability Office scheduled for release today. Increased life expectancies and health-care costs coupled with declines in financial markets and home equity over the last few years have “intensified” workers’ concerns about how to manage their savings [...]

Tom Groenfeldt is a contributing writer for Forbes.com and recently wrote this piece regarding today’s Financial Advisor and their use of social media.    Keeping up with social media is not easy, says Sarah Carter, vice president of marketing at Actiance, a California communications compliance firm that was known as FaceTime Communications until January.   [...]