“May you live in interesting times”

Heather Freed, CFP®, CLU, CHS, Certified Financial Planner, Insure Your Freedom - Jul.24,2017
There is an English expression - “May you live in interesting times”. If you are in the financial industry (like I am), this is a true curse. Nowadays, everything is in constant flux and keeping up with all the changes is difficult.
However, my pain is your gain. Most of these changes have made it easier and faster for consumers to obtain insurance coverage.
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The Sandwich Generation: Managing Children and Aging Loved Ones at the Same Time.

Ashley Kwong, Owner and Creator of Memory & Company ~ Memory Health Club. - Jun.25,2017

Having a family in your life, especially an extended family, can be a blessing. Many of us rely on the help of our parents, grandparents, and in-laws, to help us with baby-sitting, to support us through tough times, and to offer guidance and love when we need it the most.

What happens though, when we are faced with an aging parent or grandparent who needs our help, while we are caring for children? For the first time in history, there are more seniors than children. Plus, the number of potential caregivers are decreasing due to global mobility and decreasing family size. This results in a generation of people who care for both their children and their aging loved one,
known as the “sandwich generation”.

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Increase your sales with the power of print!

Shirley Zerfas, BFA - Jun.25,2017

Whenever we are meeting with clients we are always asking what they have done in the past, what are they doing now, and what they want to accomplish.  We usually end up in a discussion of wanting to do it all, but not knowing how much of what to do and how it can all relate.  The answer to that is almost always to strive for effectiveness, impact and integration.

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Tap Away Your Stress

Wendy Vineyard, Author, Coach, Youthful Aging Expert - May.24,2017

Would you like to learn a practical, vital life skill that you may wish you had learned years ago? It can help you have greater success in your business and personal life.

In fact, if all two-year-olds learned it – there’d be more lifelong happiness in the world!

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Could you be a MINIMALIST?

Karen Shinn, Downsizing Diva - May.24,2017

At this time of year, it’s time to put away heavy coats, boots, scarves, hats and mittens and bring out warm-weather clothes!

It’s time to “lighten-up” because most of us are holding on to too much stuff!

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Don’t Put Your Future in “Jeopardy”

Heather Freed, CFP®, CLU, CHS, Certified Financial Planner, Insure Your Freedom - Apr.21,2017

Why is insurance and financial planning relevant to your business?  Let me count the ways that they can prevent you from falling into “Jeopardy”.

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Reduce Your Taxes By Charitable Donations And Bequests

Tina Tehranchian, MA, CFP, CLU, CHFC, Branch Manager and Senior Financial Planner, Assante Capital Management Ltd. - Apr.20,2017

Most of us give to causes that we deeply care about and usually the tax incentives are not top of mind when we donate to a charity. However, by having a strategic approach to your philanthropy you can substantially reduce taxes on your income and the estate taxes payable after your death.

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