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November 1, 2012
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Financial and wealth management news for the retirement community

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Security Awareness Training Playbook
Get the IT Pro's Guide to Effective Security Awareness Training and see what security really looks like through the eyes of your users. Then apply your new perspective to create a successful program with bonus worksheets to help get the job done. Get Your Playbook
  Industry Update 
  • Higher taxes would hurt retirement savings, boomers say
    More than half of baby boomers say they'd put less money away for retirement if their income-tax rate increased, according to a survey by the Insured Retirement Institute and Welfel Research. Almost 4 in 10 boomers also said they'd save less if the capital-gains-tax rate increased. InvestmentNews (free registration) (10/31) LinkedInFacebookTwitterEmail this Story
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  Financial Literacy 
  • Succession plans are more crucial than ever, expert says
    Many small-business owners assume they'll sell their operation and retire with the proceeds, but they don't have a detailed plan in place to help them do so, Rieva Lesonsky writes. "[I]f you're expecting the sale of your business to be easy, you're likely in for a rude awakening," she writes. "If you haven't already done so, start now to work with your attorney and accountant and get advice on how to build value in your business." Small Business Trends (10/31) LinkedInFacebookTwitterEmail this Story
  On the Economy 
  Building Your Practice 
  • Sandy's 4 lessons for financial advisers
    Financial advisers who weathered Hurricane Sandy and other natural disasters said they learned four important lessons: Before a disaster strikes, advisers should help clients become comfortable with online meetings; buy a generator to provide backup power; emphasize to clients the importance of documenting even small amounts of property damage; and electronically back up client documents at several secure locations. Reuters (10/31) LinkedInFacebookTwitterEmail this Story
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Without deviation from the norm, progress is not possible."
--Frank Zappa,
American singer-songwriter

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