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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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Millennials, or those born between 1981 and 2000, have not only taken over the workplace. They are now your biggest market and opportunity. A recent survey commissioned by AXA Lab, the digital arm of the multinational insurer, and produced by Alpha UX, a company that specializes...

source: Life Health Pro

Most companies already spend a lot of time worrying about what their customers think, through surveys or transcripts of support calls – indeed, a recent Forrester Research study suggests almost 85 percent of businesses regularly gather feedback after some sort of interaction...

source: Fortune

Here's one way to create more efficiency in your practice, while also getting clients exactly what they need and want: Try providing services tied to client revenue. "One of the most effective ways to create a sustainable business is instituting...

source: On Wall Street

Some participants in 401(k) plans made nondeductible after-tax contributions to their accounts. Upon retirement, they wanted to segregate the after-tax portion of their benefits from the pre-tax portion, so they could roll the pre-tax portion into a traditional individual...

source: WealthManagement.com

While the Department of Labor's fiduciary rule, released in April, will likely cause recent declines in variable annuity sales to continue, experts believe the products could evolve to survive. However, the old fee-and-commission models that enticed advisors to sell variable...

source: Financial Advisor

What do millennials expect when it comes to paychecks and retirement? Plenty of them don’t think they’ll hit the jackpot with their pay, while others expect big-time salaries. Millennials also estimate they...

source: MarketWatch


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