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Finance On Fridays: Effective Client Presentations

 

By CARLYLE FLETCHERFor AdvisorNews

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Talking With Family About Money

 

Family and money are not the easiest conversations to have - especially when gathering for a family occasion or holiday. Nevertheless, these conversations are appropriate, and should be had if you are curious and looking to be helpful.

 

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Doing Good: How Advisors Are Giving Back This Holiday Season

 

The holiday season is the time of year for celebrating our many good fortunes and giving back to the community. Advisors and financial planners are no different donating their time and resources to the communities they serve. Here’s how a few are doing good.

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Millennial Outlook Tempered Despite Strong U.S. Economy

 

Millennials are progressing more quickly than they were just a few years ago, but they are still risk averse – delaying home ownership, marriage and new business endeavors – and uncertain about their economic future as they manage high levels of student debt and costs of living.

 

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High Hopes: Four In 10 Americans Plan To Retire Before Age 60, MassMutual Study Finds

 

Americans on average expect to retire two years sooner than they did five years ago and many more say they intend to retire before age 60, potentially reflecting a spike in 401(k) balances, according to research from MassMutual.

 

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4 Ways To Max Out Millennial Enrollment

By Richard Shaffer

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What The Midterms Mean For Financial Services

The costliest, and possibly most intense, midterm election concluded Tuesday with a little something for everyone.

 

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Creativity Opens The Diversity Door In Life Insurance

 

NEW YORK -- It's no secret that the life insurance industry struggles to find young people. And people of color. And women.

 

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Picturing Life In Retirement Leads To More Savings: Survey

The economy might be thriving, but retiring comfortably still takes plenty of work, planning and a good advisor.

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Tip: Nudge Clients To Update Beneficiaries

Ronald Stenger

Managing Director (Morgan Stanley)

 

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