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February 25, 2013
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Financial and wealth management news for the retirement community

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  • Report calls for limits on 401(k) incentives for high earners
    Retirement-savings tax incentives should be reduced for top earners, a report from the Brookings Institution recommends. These individuals would save for retirement even without the incentives, and the incentives are not effective at prompting those with lower incomes to save, says Karen Dynan, author of the report. The tax benefit given to 401(k)s is projected to cost the U.S. $429 billion between 2013 and 2017. Bloomberg (2/25) LinkedInFacebookTwitterEmail this Story
Why Platform Matters When Choosing an ERP System
In order to survive, grow, and compete in the digital age, organizations need an ERP that is highly flexible and able to adapt. So, what are the tough platform questions you should ask yourself when shopping for an ERP?
Download the report to find out!
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  Industry Update 
 
  • Report: Real after-tax returns should be a priority for retirees
    Retirees should take steps in light of now-permanent tax-relief provisions and expired tax cuts to ensure that their financial plan will continue to serve them throughout retirement, Fidelity Investments says. "Fidelity is encouraging investors to sharpen their focus on real after-tax returns, which is what remains after taxes and inflation are accounted for, and not just on nominal pre-tax returns -- also referred to as total returns," Fidelity's John Sweeney said. BenefitsPro.com (2/22) LinkedInFacebookTwitterEmail this Story
  • SEC outlines 2013 priorities for examiners
    This year, examiners at the Securities and Exchange Commission will focus on investment advisers who are dually registered as broker-dealers and those who work with hedge funds and private-equity funds. The agency outlined its examiners' priorities to ensure that advisers are not caught off guard. InvestmentNews (free registration) (2/22) LinkedInFacebookTwitterEmail this Story
Get with the flow. How payment processing affects cash flow.
Cash flow is the lubricant of business. Without a healthy cash flow, business dries up. It stops. It can't function. Which is why it is vital to keep the revenues coming in as the expenses go out. But there's one aspect of cash flow that many of us are not aware of. It is how managing credit cards and other such non-cash payments affect cash flow. Turns out it has a huge affect. Download the free guide today.
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  Financial Literacy 
 
  • Strategies for scaling back debt as retirement approaches
    Baby boomers who want to reduce their debt before entering retirement should first try to cut back on paying for monthly expenses with credit cards and instead switch to cash or debit cards, says Katie Libbe of Allianz Life Insurance. They also should assess whether to pay off a mortgage first, or, if the interest rate is low, to direct the money to paying down higher-interest debt. Fox Business (2/21) LinkedInFacebookTwitterEmail this Story
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  On the Economy 
  Building Your Practice 
  • Experts give advice on overcoming fears about going independent
    Financial advisers who aspire to establish an independent practice often are held back by fears about client loyalty, a lack of business-management experience and an initial loss of income, experts say. Experts suggest trying to weigh clients' loyalty by asking appropriate questions and tapping the many resources available to independent advisers. As for income, "in the long run, your compensation will go up and you will have the satisfaction of running your own business, your way," says Eric Sheikowitz of Focus Partners. The Wall Street Journal (2/23) LinkedInFacebookTwitterEmail this Story
  SmartQuote 
Kindness is loving people more than they deserve."
--Joseph Joubert,
French writer


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