We're coming to the end of day one of our #InstantIRASuccess workshop here in La Jolla, CA. It's always a pleasure to see our wonderful sponsors at each and every workshop. Thank you for making the trip to join us again!
Thank you to those who attended our optional session this evening to hear a great presentation from Dean Zayed, CEO and founder of our platinum sponsor, @BrookstoneCM!
Economists from the left and right call for 401(K) tax benefits to be AXED to help fund Social Security benefits
via https://t.co/k0bEXPja03 https://t.co/tE81i6FtRa
What age will YOU retire? Fascinating study reveals when workers can afford to give up work in every state
via https://t.co/k0bEXPiCav https://t.co/upSWiti7BL
Yesterday, the @USDOL and the Biden Administration rejected a very reasonable request by @NAIFA and 17 other industry-leading associations for additional time to respond to a comprehensive 500-page proposed regulation for investment advice. It's hard to understand why the Administration is needlessly rushing to finalize a rule impacting the financial security of millions of Americans, and doing it over the holiday season. More here - https://t.co/dQZQsXIW9J
Despite higher mortgages and sharply correcting prices, some cities’ property markets are still in bubble-risk territory. https://t.co/j49n5ExjD2 via @visualcap
How much do you REALLY need to retire? Fascinating map shows the income needed for senior citizens to live comfortably in each state
via https://t.co/k0bEXPiCav https://t.co/eeEdVD8XUQ
Giving Clients Peace Of Mind With A Next-Gen Benefit https://t.co/vlfxx423Qe Always happy to see my name on a byline, even if it is an industry article.
"Are you doing something uniquely to distinguish yourself as someone that not only provides products, services, and advice, but someone that cares?"
Listen in on Paul Garofoli's interview with Paul Feldman on the emotional side of estate planning:
https://t.co/J7TljKammb
Staggering one in five Americans say they will NEVER be able to retire and only 36% of people aged 55 and older say they'll be able to retire when they had planned
via https://t.co/k0bEXPiCav https://t.co/hZlNDQVDlI