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Posts from the ‘Value Add’ Category

The Tablet Boom

Few business tools have gained so much popularity, so quickly, as the tablet. In fact, the use of devices like iPads, Androids, and Windows tablets among financial professionals has nearly tripled since 2010. And that number is predicted to keep rising, according to the Financial Planning magazine 2012 Tech Survey.

It’s no wonder. Tablets can help financial professionals provide better service to clients, widen their reach and deepen relationships.

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How Will Your Decisions Impact Your Retirement Income? (Infographic)

Social Security and Medicare are, hands down, the two topics investors are concerned about.

Though we don’t yet know the outcome of the federal deficit reduction conversations and any impact to these entitlement programs, there are important decisions the average person can make with a big influence on retirement income.
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“Obamacare” and Its Impact on Medicare: Separating Fact from Fiction

If there’s ever been a topic to give someone a heart attack, it’s health care reform.

A lot of rumors and spectulation are going around about the Affordable Care Act, (aka Obamacare) and its impact on Medicare. Sometimes, the stories are pretty scary. Of course like most rumors, at best they’re exagerations and at worst they’re just wrong.

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The Cliff-Hangover (Infographic)

What’s next with the Budget Resolution, Debt Ceiling, and Sequester? Well, the situation is enough to make your head spin. My best advice is to hold on, take two aspirin, and send me your comments in the morning. Read more

Medicare 101

Health care during retirement – although it’s expected, we often underestimate the expense. Furthermore, as we age we’ll likely require more health care, the cost of which is continually on the rise. As of 2010, according to the U.S. Bureau of Labor Statistics’ Consumer Expenditure Survey, 2010, a person age 65 and over can expect healthcare to be about 13% of their annual spending. Read more