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Management lessons learned from HealthCare.gov launch

The embarrassing and problematic launch of HealthCare.gov is nothing short of incomprehensible in our well-established technology driven world of commerce. How could it be that the U.S. government could not put up a functioning website to support applications and enrollment...

source: By Mike Wokasch
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Register for "Charitable Remainder Trusts (CRT): Back to the Future," from FSP and cosponsored by the American Cancer Society. This free Webinar will be held on Tuesday October 7 at 12:00 noon ET. The program is the fourth in a series of four on charitable planning after...

source: FSP

It can be tricky for an advisor to introduce his or her own point of view and experiences into the conversation – after all, the focus needs to remain on the client – but advisors say dropping a veil or two goes a long way to building trust and the client relationship....

source: Reuters

Early in her career, when Lisa Kirchenbauer sat down with a client, she'd collect data and tell them what to do. "I was the expert," Kirchenbauer, president of Omega Wealth Management in Arlington, Virginia, told a couple of hundred planners at the FPA's annual conference....

source: Financial Planning

There are new rules for taking after-tax money out of your 401(k), and they are taxpayer-friendly. If you have after-tax money in your 401(k) retirement account, you can roll it into a Roth IRA where it will then grow tax-free (as opposed to tax-deferred). You don't have...

source: Forbes

Advisors looking for ways to manage the explosive wealth transfer that will take place over the next couple of decades — an estimated $30 trillion will pass from boomers to Gen Y, according to consulting firm Accenture — may want to consider life insurance...

source: Think Advisor

A survey released by American Express reports that nearly half (47 percent) of all Americans experienced unforeseen expenses in 2014 — many of which they easily could have planned for. More than 4 in 10 Americans got hit with car-related and health care expenses they...

source: Market Watch


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