financial-planning-for-baby-boomers

Financial Planning For Baby Boomers

With many baby boomers reaching retirement age, financial planning has become even more important for this generation. (Boomers are born approximately between the years 1946 and 1964). While Social Security provides some of your retirement income (see the ‘Social Security Quick Calculator’ here), it is rarely enough for a happy, secure retirement. Research shows… According to the National…

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7 Tips To Increase Web Traffic To Your Financial Advisor Business

When financial service firms, advisors and financial planners build websites, the focus is on university degrees, certifications and their personal background – and not how to bring in more web traffic. There is a quiet assumption that SEO (search engine optimization) is not important because people will automatically know the company by name and reputation. Nothing could be further from…

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albert einstein explain it simply graphic

How To Create a 1 Hour Business Planning Process

The word planning is built deep into our personal and business lives – and our society. Even from before birth, when you were ‘planned’ by your parents 🙂 Building a plan for your business with steps to reach the goals are a must. However, we all get busy and try to avoid lengthy and potentially boring…

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The Wealth Gap, Wealth Distribution and Wealth Inequality (Is It Getting Worse?)

I’m sure you’ve heard business people and others say… that the “1%-class” belongs to the richest people on the planet. For the world, that means that out of 7 billion people on our green planet, only a very small fraction belong to the ‘untouchables’. In a recent study from Credit Suisse Research Institute, it found…

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These Next 5 Minutes Will Be Worth Thousands For Your Business

I often get asked: “what’s the fastest and best marketing channel you know of (to get more clients & business)”? Of course, without understanding their unique situation, a blanket statement will not work. Imagine if I said that SEO or PPC were the best options, always. That would be biased, and not serving them well.…

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What is Your Favorite Online Movie Channel?

We see the trends of advertisers & traditional media. That includes consumers as well. It’s changing. We are attracted to the Internet. The advertisers flocking to the Internet mediums are wide & deep. The budgets allocated for Internet marketing channels are increasing. TV advertisers are starting to scramble. I mean, who watches TV anymore? Plus,…

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Price Orgasms From Different Pricing Strategies

We all know that the price of something elicits quick responses. For example: “Wow, that’s cheap, I must get it”. Or – “Yes, makes sense that it’s highly expensive, it’s a Mercedes Convertible”. Emotion over logic ultimately wins, and pricing will affect it. Different prices will give you (the business) an edge. However, low prices…

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6 Ways To Effective Teaching (and Learning)

As a small business owner, it’s important to train and educate your audiences. We’re talking about your customers, employees, vendors, contractors. The idea that a simple business mission and vision statement will get everybody on the same page is simply not true. It must be drilled home, every day. There needs to be an ongoing commitment to…

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Learn From Yahoo (what not to do)

In financial reports for Yahoo this week, we learned that the once-hot Internet company is still facing a pretty severe uphill climb. Their advertising business is struggling, and meanwhile, Google and Facebook is grabbing more and more attention (and ad dollars). To me, no surprise here. Since I left Yahoo in 2005, the stock price…

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How Do I Closeout a 401k Account? (Be smart)

If you are an employee of a business that offers 401k plans, take notice before jumping in. If you are currently participating in a 401k, and have “saved” for years, then you must really read and watch now. The fallout around the 401k and worker retirement planning is massive. You’ll see that in this real-life…

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