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January 2, 2013
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Financial and wealth management news for the retirement community

  Top News 
FEATURED ARTICLE: Understanding the Power of the Pareto Principle
Here's how the Pareto Principle, also known as the 80-20 rule, can show you which customers you should spend the most time with. Read the article to learn more.

  Industry Update 
 
  • Many Americans will pay higher taxes in 2013 despite deal
    The budget bill that would avert the "fiscal cliff" will preserve tax cuts for many middle-class Americans, but other taxes will go up in 2013. A temporary reduction in employees' contribution to Social Security will end and the average household will pay an extra $1,000 this year. The income-tax rate of individuals making more than $400,000 a year and of couples whose combined income is greater than $450,000 will rise to 39.6% from 35%. CBS MoneyWatch (1/1) LinkedInFacebookTwitterEmail this Story
  • An analysis of the regulatory outlook for advisers in 2013
    The U.S. Labor Department may issue a fiduciary-duty regulation for retirement-plan advisers this year, although the proposal is controversial, and its adoption remains uncertain, Kenneth Corbin writes. In other issues for 2013, legislative debate on a self-regulatory organization for advisers seems to have stalled, and one insider says that even if such a bill is introduced this year, it is unlikely to become law. At the Securities and Exchange Commission, a uniform fiduciary standard and money market fund reform are issues to watch this year, Corbin writes. Financial-Planning.com (12/30) LinkedInFacebookTwitterEmail this Story
How To Optimize Profitability In Real Time
In today's digital era, real-time business environments must be flexible to operate at an unpredictable pace, transform profit modeling to a continuous process and collaborate with key employees at the edges of the business.
Download 3 Steps To Real-Time Profitability Management to learn how you can assess your organization's processes and optimize profitability.

  Financial Literacy 
  On the Economy 
  • GAO: Wealthy families are more likely to use 529 plans
    Wealthy families benefit the most from 529 college-savings plans, according to a report from the Government Accountability Office. Less than 3% of households with children in college use the plans, and the GAO found that most of those who do use 529 plans are wealthy. About half bought the plan from a financial adviser. ABC News (1/2) LinkedInFacebookTwitterEmail this Story
  Building Your Practice 
  • Make commitments instead of new year's resolutions
    Financial advisers often set resolutions such as building a stronger client base or adding a skill set, but they can fail to keep them if they don't make a commitment, Gil Weinreich writes. Weinreich defines commitment as a decision that involves another person, such as a business partner, for accountability. AdvisorOne (1/1) LinkedInFacebookTwitterEmail this Story
  SmartQuote 
There is no delight in owning anything unshared."
--Seneca the Younger,
Roman philosopher and playwright


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