“13 Scariest Retirement Statistics: 2021” is an up-to-date article from Think Advisor, by Ginger Szala, that has important information for individuals considering retirement.<



“The articles below share information that is timeless and pertinent.”

“Ready or Not: The Year That Pushed Advisors Into Tech” is an article from Insurance News Net. Roger explains to INN editor-in-chief Steven A. Morelli the importance of security when electronically transmitting client/company data.

Ready or Not: The Year That Pushed Advisors Into Tech – InsuranceNewsNet

“The College Tuition and Admissions Probability Estimator” is an article from Advisor Perspectives, by , .




“How Your Clients’ Children are Lured into Oppressive Student Debt,” an article found in Advisors Perspective, written by ,



This is an example comparison of before and after figures on college financial aid.  It is part of the power point presentation used in our Zoom meetings.



Please print, complete and return this page to us.  It gives us valuable information regarding our Zoom meetings and presentations.