real estate

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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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  Low interest rates wallop retirees

  By Melanie Waddell  |  May 15, 2013

  A low-interest-rate environment “has an extremely large impact on failure rates,” says EBRI researcher.

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  Beware of target-date funds

  By Ronald L. Delegge  |  May 15, 2013

  Almost one in four 401(k) participants invest solely in TDFs, yet flaws with these types of investments abound.

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  NY state's pension fund reaches record $160B

  By Michael Virtenen  |  May 13, 2013

  The catalyst? A 10.4 percent return on investment for the last fiscal year.

• Letters

  May 1, 2013

  In response to "The annuity industry needs its own Series 7 exam...now"

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  Advisors: Stop renting and buy the building

  By George Harrop  |  April 11, 2013

  A compelling case study illustrates why an Small Business Administration loan just might be the perfect fit for your business.

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  After Stockton, economist sees more pain in California and beyond

  By Gil Weinrich  |  April 9, 2013

  Many cities in the state too weak to withstand another recession, says CERF economist.

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  6 ways to leverage your LinkedIn company page for lead generation

  By Todd Greider  |  April 4, 2013

  It's not a silver bullet to success, but LinkedIn is one heck of a place to generate leads.

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  10 estate planning tax facts you need to know

  By Tax Facts Online  |  April 3, 2013

  We've got the answers to some of your toughest estate planning tax questions.

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  BetaVest’s ClearPath: Improving investment outcomes

  By Richard Hoe, ChFC, CLU, AEP  |  April 1, 2013

  There are essentials to investing well, yes? First, you need to know where the customer is going.