Here’s what you need to know about it. Last Thursday and Friday, the U.S. House of Representatives passed H.R. 6757, or the “Family Savings Act,” part of a three-bill package known colloquially as “Tax Reform 2.0.” The bills are “dead on arrival” in the U.S. Senate, according to CNBC Markets, but that might change going… Read More
September 2018 - Creative Edge
Using Facebook lookalikes and advanced lead-generation techniques.
Lead generation is the lifeblood of your business. We make it easy with Facebook. Facebook has changed the way it handles marketing and privacy by eliminating Partner Categories and direct access to third party data, but that doesn’t mean anything has changed in terms of how we can find you leads. In fact, our hypertargeting… Read More
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Retirement updates to RMDs and MERPs from the Oval Office.
Trump signed an executive order on retirement savings. Here’s what you need to know. At the end of August, Donald Trump traveled to Charlotte, North Carolina, and signed an executive order asking the Labor and Treasury Departments to look into some changes that might affect your clients’ retirement income savings plans. It’s unclear how much… Read More



