The Imperative of Visual Communication
There is a simple reason that visual communication is so much more powerful—our brains are biased toward visual processing, with vision being the most active of our five senses.
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The Case for Going Paperless
Electronic delivery—or going paperless—of monthly statements and other related account documents to clients is not only environmentally friendly, but it represents a higher level of client service through quicker delivery, easier record storage, increased security and the ability to view from anywhere.
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Accelerating Student Debt Repayment Versus Making 401(k) Contributions
Burdened with student debt, many Millennials who have begun to advance their careers face a consequential choice: should they use an increase in disposal income to retire their debt from student loans early or use those funds to contribute to their 401(k) plan?
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The Psychology of Credit Cards
Credit cards come with a huge drawback—they often encourage overspending, which can undermine an individual’s financial security, now and in the future.
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Top Five Ideas for a Local Press Release
Getting mentioned in the local press can be a source of exceptionally valuable exposure. Press releases can position you as a thought leader, add to your credibility with clients and prospects, and even represent the first step in becoming the go-to person for local media on financial planning and investment news.
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