Life
Quick question: When is Tax Day? If you said April 15, most years you would be right. But, this year, the year of COVID-19, it is July 15. The annual […]
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If you have a lot of your money in equities and Treasuries, you are probably actively working on a strategy for those investments. The questions you have undoubtedly asked yourself […]
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When it comes to money and finances, there are numerous areas any one individual could focus or find being a prevalent source of interest or concern for them. Google happens […]
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A well-planned marketing strategy goes beyond setting up a functional website and sending out postcards a few times a year. Research shows that trust is crucial in the financial advisor-client […]
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What’s Your Practices’ iPhone Box? Why You Should Never Miss an Opportunity to Wow Your Best Clients
If you have purchased an Apple iPhone and marveled at the box it came in, you have experienced the strategy smart marketers are using to differentiate themselves: never missing an […]
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As I pack my bag for a sales trip, I load what I consider to be essentials: Advil, Excedrin and allergy medication for on-the-road aches, pains and congestion; Extra shoelaces […]
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At a time when your dreams are just a click away, it’s never been easier to run up more debt than you can handle. Those smartphones we all carry were […]
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When it comes to closing a sale, the saying goes that a “yes” is best, but a “no” is better than a “maybe.” With a “no,” you can quickly move […]
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The costs of long-term care are increasing every year, but most families do not understand what they will be confronting when it is time to start paying for care. Too […]
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For most of us, life has its routines: we get up about the same time every day, we eat the same breakfast and we take the same route to the […]
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