News & Articles
Recent updates and the latest guidance for the Financial Planning Profession
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Why Are Women More Pessimistic About Social Security's Future Than Men?
Society of Financial Service Professionals | September 07, 2023In this article, we review an extensive literature and apply an original analysis of survey data from 2020 to examine why men's and women's Social Security expectations differ....
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How a Reverse Mortgage Loan Can Enhance a Sound Retirement Strategy
Society of Financial Service Professionals | September 05, 2023According to the National Reverse Mortgage Lenders Association (NRMLA), U.S. homeowners aged 62+ saw their home equity soar to a record $11 trillion in 2022....
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Getting Comfortable with Being Uncomfortable
Society of Financial Service Professionals | September 05, 2023In this episode, Deirdre Jones from the University of Toledo and I talk about some common misconceptions surrounding sales careers and the importance of understanding the true nature of the job....
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Should We Be Worried About Deflation
Society of Financial Service Professionals | September 05, 2023As most of the developed world still reels from a year of energy price shocks pushing up costs and leaving many feeling a lot poorer, some observers are now raising the spectre of deflation – a sustained fall in prices....
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Three Reasons Why US Consumers Are Feeling Better
Society of Financial Service Professionals | September 05, 2023Consumer confidence has been rising since last summer, and over the last couple of months, it has jumped even more. Both the University of Michigan and the Conference Board’s measures of consumer confidence have risen 22 points since last summer. A simple reason is…gas prices....
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What to Look for When Recruiting Sales People
Society of Financial Service Professionals | August 31, 2023Recruiting top talent is essential for achieving business objectives, but how do you know what to look for when hiring salespeople?...
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Changes to IRS Funding in the Debt Limit Deal
Society of Financial Service Professionals | August 31, 2023Congress provided the IRS with $78.9 billion in mandatory funding from FY2022 to FY2031 in P.L. 117- 169, commonly referred to as the Inflation Reduction Act....
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How to Become a Counselor for Your Clients
Society of Financial Service Professionals | August 31, 2023Stay in this industry long enough and you will eventually get a call from a prospect or client, letting you know they have money to invest....
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Five Tax Strategies for Low-Basis Concentrated Stock
Society of Financial Service Professionals | August 31, 2023We look at what can be done with a concentrated position in low-basis stock. Options include selling the stock and getting capital-gains treatment, holding the stock until death and getting a stepped-up basis, gifting the stock to loved ones, swapping the stock via an exchange fund, and gifting the stock to charity. The pros and cons of each alternative are explored....
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11 Things to Know About the U.S. Debt Downgrade
Society of Financial Service Professionals | August 31, 2023The good news is the debt limit has been lifted for two years, Washington has passed multiple bipartisan deals, inflation is slowing dramatically, and economic growth is surprising to the upside....
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