Monthly Archives September 2016

Planning for College Has Never Been More Important

These days, paying for a college education is one of the biggest outlays a family will make, after their home mortgage. With school back in session, this is a great time to remind your clients to plan for college for their children and grandchildren—and the sooner, the better. Because many parents are sacrificing their own retirement to pay college costs, this recent segment on CNBC encourages parents to start planning when kids are toddlers: “In retirement, there are no options if you don’t save for yourself first.” Here are some facts you can share with your clients: The cost of
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Categories: Blog Posts.

“7 Steps to Get Out of Debt” Whitepaper Available

As part of our ongoing support of our financial advisor partners, we continue to develop a deeper pool of original content and resources designed to help advisors with their consumer clients. Recently we finished “7 Steps to Get Out of Debt”, available as a customizable PDF (front and back, 8-1/2×11). Call us at 800.440.1088 to learn more about how we create customized materials like these for you to share with your clients. The “7 Steps to Get out of Debt” whitepaper includes detailed instructions about how your clients (or their children) can go about getting themselves above water in terms
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Categories: Blog Posts.