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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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Each social platform has its quirks and secret tips for better performance. But the heart of what makes great content stays constant. Implementing a few, small tweaks when you're creating content and writing copy for your brand's social...

source: By Emma Fitzpatrick

Should you hire an intern next summer? Yes, say planners who have done it, saying that it's best if you have substantial work that an intern can do. But how do you know if your needs match what an intern has to offer? Satoru Asato, a principal at McNellis & Asato in Bloomington,...

source: Financial Planning

Advisors and clients groaned when they learned the Social Security cost of living adjustments would be zero in 2016 – as they were in 2010 and 2011. But COLAs are not the only annual adjustment that can boost Social Security benefits. Some lesser-known ones can also...

source: On Wall Street

One of the major targets of the new DOL fiduciary rule is rollover services. Advisors can provide invaluable assistance to participants as they consider whether to roll over 401(k) and other qualified plan monies to IRAs once they leave their employer. However, these services...

source: Life Health Pro

Investors are taking another look at homebuilding stocks after new home sales surged in July, and two market experts believe that they've got the right idea. U.S. new single-home sales rose to their highest level in nine years and the...

source: CNBC

Despite the number of advisors retiring and firms consolidating, the numbers of advisors and firms is growing, according to a recent study of Securities and Exchange Commission record. The number of clients being served also is increasing, according to the 2016 Evolution...

source: Financial Advisor


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