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Colonel Harland Sanders, Gene Simmons, Charles Ives & Homer Plessy – What do they all have in common?

The answer: they all sold life insurance at some point in their life. Before becoming a fried chicken mogul at age 65, Colonel Harland Sanders worked as an insurance salesman for Prudential. According to the book “Colonel Sanders and the American Dream”, being new to the business, he was given the worst territory in Indiana, occupied by the poorest residents and the …

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Watch out for the Younger Generation

As the baby boomer generation is slowly passing their wealth on to younger generations, financial advisors need to adjust, or risk being left behind. The generations following the baby boomers, known as X and Y, already control about $10 billion of the $18 billion wealth transfer expected to come. It should be noted that only about 17% of children stay …

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How Can You Help Your Employees Keep the Weight Off?

Losing weight can be a constant struggle.  How many times have you lost a few pounds through exercise and a strict diet and just as quickly gained the weight back and then some? According to a recent Travelers article, a new Stanford School of Medicine study reveals a different technique that might keep those extra pounds off for good. The study tested …

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SC’s 25 Fastest Growing Companies

Check out SC’s 25 Fastest Growing Companies, featuring two of our own valued clients: Wireless Communications, Inc. and Network Controls & Electric: SC’s 25 Fastest Growing Companies

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Investment Limits for 2012 & 2013

As 2012 is coming to a close and you are all thinking about your retirement and HSA accounts, be aware that some investment limits for 2013 will change. Defined Benefit Plan: the maximum annual benefit earned is increasing from $250,000 in 2012 to $255,000 in 2013. Defined Contribution Plan: the max contribution to a participant’s account is increasing from $50,000 in …

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The Fiscal Cliff

The term “Fiscal Cliff” has been read and seen a lot lately, but what does that even mean? According to the Wall Street Journal the fiscal cliff is the combination of large spending cuts and tax increases that are scheduled to be automatically enacted at the start of 2013. Bush-era income-tax cuts will expire for tens of millions of Americans, …

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