Millions are making this smart investment
June 12, 2012 by Jake Simms
Eleven million-plus investors can’t be wrong:
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June 12, 2012 by Jake Simms
Here’s the advice clients really need now
May 31, 2012 by Jake Simms
Fact: 58% of of workers don’t have a financial plan in case of an emergency.
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Who needs 401(k) education the most?
April 12, 2012 by Jake Simms
You may be focusing your retirement-planning efforts on the wrong people.
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Show – don’t tell – and they’ll save more
April 10, 2012 by Jake Simms
You can only tell employees “Max out your 401(k)!” so many times.
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There’s nothing safe about this investment!
March 29, 2012 by Jake Simms
Hopefully none of your clients are still gung-ho about the bond market.
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When should Boomers tap into their IRAs?
March 20, 2012 by Jake Simms
Read enough numbers and statistics and anyone can get confused. Here’s a common misconception:
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Beat around the bush with prospects and they’ll bail
March 15, 2012 by Jake Simms
You hear prospects say it all the time: “Tell me how much it’ll cost!”
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No wonder some people are good investors!
March 13, 2012 by Jake Simms
Could be there’s only so much help you can give luckless investors.
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Don’t miss out on this tax deduction
February 7, 2012 by Jake Simms
A former IRS commissioner says this tax return mistake costs investors a lot of money:
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Customer needs are changing – here’s proof
January 10, 2012 by Jake Simms
What do your clients and prospects say about you in private?
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