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August 24, 2015 | LifeHealthPro

7 Customer Questions about Annuities and How to Respond

By: Peggy Bresnick

Those considering annuities typically have plenty of questions about their potential purchase. In particular, retirees and those nearing retirement age are concerned about several possible scenarios. They need to ensure that they don’t outlive their money.

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August 24, 2015 | Insurance News Net

Advisors Remind: Markets Always Return

By: John Hilton

The stock market took nervous investors on another bumpy ride today and financial advisors are feeling the heat. But even though markets were plummeting and soaring like a rudderless rocket, some who went through previous freefalls want to remind people that what goes down has always come back up.

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August 1, 2015 | Insurance News Net

Millennials Are the Least Financially Literate Generation

By: Jennifer DeTroye

Have you heard anything lately about the baby boomers retiring? You’d pretty much have to be living under a rock to answer that question with a “no.” As a Center for Financial Security, we serve a variety of audiences across current topics that have the potential to affect our industry’s future.

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July 15, 2015 | Insurance News Net

Recent Fines Show Regulators Serious About Protecting Seniors

By: Cyril Tuohy

Recent fines against LPL Financial levied by Massachusetts financial regulators indicate that some states are serious about enforcing regulations designed to protect seniors, a group often targeted by brokers and financial advisors.

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May 14, 2015 | Main Street

Choosing a 15-Year Mortgage Can Save You Thousands of Dollars

By: Ellen Chang

Matt DeMargel and his wife, Misti, never considered obtaining a 30-year mortgage, because the amount of interest they would pay would equate to 60% of the cost of their house. Instead, the public relations executive opted for a 15-year mortgage when he bought a 2,542-square foot home in Kingwood, Texas, a suburb of Houston.

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April 23, 2015 | Main Street

Job-Starved And Cash-Strapped Millennials Face Competition From Boomers And The Younger Gen Z

By: Juliette Fairley

When Chris Stone was 35 years old, he quit drinking and started saving. “It’s normal to overspend on socializing when you’re 20 and 30, but it’s expensive,” Stone told MainStreet. “Instead of spending money at bars with my friends, I started my landscaping business.”

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April 21, 2015 | Main Street

Millennials Turn to Online Financial Tools in the Absence of Financial Advisor Assistance

By: Juliette Fairley

Joseph Delsoin is a man with a plan. In the next few years, he envisions himself with his own online company that generates revenue, but for the time being, he is employed as a marketing manager in Manhattan. “I want more out of life,” Delsoin told MainStreet. “I want to do better.”

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April 1, 2015 | Insurance News Net

Ignoring the Millennials Will Lead to the Industry’s Demise

By: Jennifer DeTroye

Apathetic. Entitled. Lazy. Selfish. Broke. These are just a few words that have been used to describe millennials — the generation born between 1980 and 2000. They are the largest generation in the history of the U.S. By 2020, one in three adults will be a millennial.

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April 1, 2015 | The Wealth Channel Magazine

Granum Center Spotlight Update

The Granum Center is beginning its third calendar year with a continued focus on impact across each of our key audiences: companies, field leaders and financial advisors. Learn more about our two biggest deliverables below — and be sure to visit granum.theamericancollege.edu to become a Granum subscriber and be the first to receive new resources as they are launched.

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December 4, 2014 | The Wall Street Journal

Financial Planners Tackle Gay Marriage

Changing marriage laws for same-sex couples require financial advisers to keep up with tricky issues about estate planning and divorce.

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