Life Planning Strategies

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  5 ways to help middle-class clients with estate planning

  By Tom Nawrocki  |  May 23, 2013

  Non-wealthy clients might not have to worry about the estate tax, but they still need your help.

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  Swarthmore

  By Richard Hoe  |  May 23, 2013

  Why one college's decision to stop investing in oil and gas is a dumb move.

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  Top 30 colleges for highest starting salaries

  By Dan Berman  |  May 23, 2013

  Out of 1,058 colleges surveyed, graduates of these schools grabbed the biggest starting paychecks.

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  What it means to be an advisor

  By John Sullivan  |  May 22, 2013

  A roundtable discussion of top reps turns to an honest airing of views on politics, the economy and technology.

• Boomer housemates have more fun

  By Staff Writer  |  May 22, 2013

  What do you call roommates who are all age 60+? Boomies.

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  African-Americans feel better off financially

  By Warren S. Hersch  |  May 22, 2013

  Almost half of African-Americans feel better off financially than they did five years ago.

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  Urban League chief calls for 'game-changing' financial literacy solutions

  By Warren S. Hersch  |  May 22, 2013

  Morial says ads and educational outreach are crucial.

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  Study observes less optimism among young Americans

  By Warren S. Hersch  |  May 21, 2013

  The most optimistic of the survey respondents (seeing the glass half full) Americans are those aged 67 and older (Matures), among which 79% are optimists. The least optimistic Americans are those aged 25-32 (Gen Y), where one in three (33%) is a pessimist.

• A hospital CEO promises more price transparency and makes rivals squirm

  By Staff Writer  |  May 20, 2013

  Are we nearing the time when we can shop around for medical procedures?

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  SIFMA names former Sen. Gregg as CEO

  By Melanie Waddell  |  May 20, 2013

  SIFMA announced Monday that former Sen. Judd Gregg has been appointed CEO and that Ken Bentsen, acting president and CEO, is now president.