Conversations for the Sandwich Generation

by admin 12. November 2014 11:54
Managing your financial and emotional responsibilities can be tough especially when you are "sandwiched" between your children and your aging loved ones. Read as Karen DeRose shares some useful tips in tackling some of the more difficult conversations you should be having to prepare for your future. [More]

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HSA? FSA? Navigating the Alphabet Soup

by admin 17. October 2014 08:00
SPONSORED CONTENT By Karen DeRose, CFP® & Anthony DeRose, JD*, MBA, CPA* As taxes continue to rise, there are less and less places to put your hard earned dollars so it does not go to uncle Sam. Luckily, your employer may provide you an additional avenue (aside from your retirement plan) to bypass taxes while also providing you a unique way to pay for your medical expenses now and into the future. This article will focus specifically on health savings accounts and flex spending accounts. Our goal is to give you a cursory view of these two types of accounts so you can make the prope... [More]

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What's So Important about Process?

by admin 29. May 2014 13:02
What's So Imporant about Process? We've always known that processes are invaluable to "keeping on track. Now we know why SPONSORED BLOG By Phil Krone Recently we've noticed that more and more prospects are coming to us for help in developing a sales  Why the jump in requests? We don't know for sure. But new research on bank customers shows that companies believe they have developed the products they want and made acquisitions they need. Now their focus is on increasing"process" for their corporate sales teams. Specifically, they tell us, they're looking for a customized sales proces... [More]

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Roth Conversion Puzzle

by admin 15. May 2014 13:26
SPONSORED CONTENT By Karen DeRose, CFP® & Anthony DeRose, JD*, MBA, CPA* No one can predict the future. Considering the uncertainty of these economic times and what the future may hold for most Americans with respect to tax brackets and deductions, having a potential pool of retirement income with low to no related tax liability could represent a prudent tax diversification strategy. Making employee after-tax contributions to a qualified plan is one way to potentially build a source of income in retirement with little tax impact. Last year, we wrote on the power of the Roth(k), so I ... [More]

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Where to Retire Part 2

by admin 6. March 2014 08:31
What are planning to spend the rest of your life? That sunny beach? Or maybe the quiet mountain home? Either way, be sure not to sacrifice security and also that of your family. Read as Karen DeRose, our Expert financial planner walks us through some of the best (and worst) places you can decide to settle down. [More]

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Our Three C's of Marketing for 2014: Consistent, Consultative, Comfortable

by admin 20. February 2014 11:11
How actively do you sell yourself and your business? Legal Balance Expert Phil Krone shares his Three C's of marketing. Phil explains that one reason lawyers in particular don't promote themselves as often as they should is because they aren't quite comfortable with the engagement process. What do you think? Read on for some tips and solutions for those of you who rely on new business to stay afloat. [More]

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Creating Your Retirement Income With 3 Steps

by admin 4. February 2014 16:23
Part of our life balance comes from our financial stability and our confidence in having a secure future. It certainly isn't easy achieving this peace of mind, but here are just a few pointers that will help you along the way. Read as Lincoln Financial Advisors Corp. tells us how our assets will have to meet short-, intermediate- and long-term needs in order for us to have the opportunity to pursue our post-work goals. [More]

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Does Sales Training for Lawyers Work?

by admin 4. February 2014 12:27
Is your law firm or business-to-business company looking to grow its revenue? Increase sales? Gain recognition in the marketplace? Philip Krone's management and marketing consulting firm Productive Strategies, Inc. can help! Read on to find out more. [More]

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Elephant in the Room or Elephant in the Corner?

by admin 23. January 2014 17:32
Is there an issue holding your company back from achieving revenue growth? Many times these issues manifest themselves as elephants in the room - or corner - that are difficult to pinpoint or address. Read on and learn what these issues can look like, and how Phil Krone and Productive Strategies can help you overcome them. [More]

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The Power of Power in Selling

by admin 11. December 2013 14:14
                                        SPONSORED CONTENT  When you meet with prospects, do you know who has the power, when they have it, and how to get and keep it? By PHIL KRONE, PRESIDENT  Do you recognize the "power of power" in selling? The best business developers do, which is one of the reasons they are the best. Last time we discussed the importance of speed in the sales process. This month we focus on power because the two go hand in hand. Producti... [More]

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