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Integrating financial services into your practice can help broaden and expand your client base and profitability. Source: NLG The top...

My experience has been that 90% of bottom line profits for CPA firms are earned between January 1 and April 15. From May to December,...

The estate of most individuals is worth more than just money. A family business, a summer cabin on the lake or an antique car collection...

How Prepared Are You? How Far Will Your Savings Take You? I first got into the financial services industry because I knew I wanted to...

I am a former financial advisor. The company I worked for is not important (rhymes with “barbarian excess”), but the life and money...

If you have a Roth IRA, you know the benefits of this account. You can take distributions from it over your lifetime without paying any...

The nature documentary footage shows a bare circle of earth surrounded by lush grasses, trees and brush. A monkey cautiously approaches...

We’ve been going through a fun and interesting debate in my family: Now that we can double our money, who should get it? Source: NLG No,...

“Dance With The One Who Brung You” – Old Southern Saying (with various ungrammatical variations). Source: NLG “A man with a watch knows...

Call me crazy but between juggling work schedules, playing hot potato with parenting duties (“but I read stories last night…”), and...

Single Premium Deferred Annuities (SPDAs) are not often talked about. Unfortunately, there isn’t a lot of awareness of what this product...

I’ve had some really great mentors along the way, both professional and personal, who bravely shared their “warts and all” wisdom and...

Martin Luther King Jr. Day is celebrated in a number of different ways across our great nation. In many communities, MLK day is...

Every year, I have the opportunity to get a health screening. I get updated on my cholesterol, blood pressure, height and weight–the...

Parents of a child with special needs know that when it comes to their day-to-day activities, nothing comes easy. Caring for a child with...

An advance directive, also known as a living will or medical directive, is a legal document that outlines your wishes about health care...

It’s nearly impossible to meet with a financial professional today and not hear about indexing–whether it’s a fixed indexed annuity used...

Last year, I picked up a recreational hobby that provides tremendous fun and enjoyment, but I knew it also introduced a certain amount of...

While many Americans believe they’re retirement savvy, the average baby boomer has trouble answering even simple retirement questions....

My colleague, who grew up in the insurance industry, was a true believer in the value of life insurance. Her husband really wasn’t. John...