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Eschels Financial Group: Tax time is now!
April 2016 14 Eschels Financial Group Marketing Strategies for your Business From the Desk of Cyndi Stern -Workshops -Opportunities -Ideas & Tips Hello , This is the week- Tax filing 2016. How are your clients weathering their circumstances? Are...
Eschels Financial Group: It’s the 2nd Quarter- How is your business momentum?
April 2016 13 Eschels Financial Group Marketing Strategies for your Business From the Desk of Cyndi Stern -Workshops -Opportunities -Ideas & Tips Hello , There's always a certain amount of procrastination across the US in the days/weeks leading up...
Eschels Financial Group: Our upcoming events
March 2016 12 Eschels Financial Group Marketing Strategies for your Business From the Desk of Cyndi Stern -Workshops -Opportunities -Ideas & Tips Hello , Upcoming Events ØJoin us with Accordia Life Insurance Company and a Webinar on Thursday March...
Eschels Financial Group: Recent Changes with Social Security
March 2016 11 Eschels Financial Group Marketing Strategies for your Business From the Desk of Cyndi Stern -Workshops -Opportunities -Ideas & Tips Hello , If your clients rely on Social Security (or plan to rely on ) for a portion (or a large...
Eschels Financial Group-Traditional IRA or Roth?
March 2016 10 Eschels Financial Group Marketing Strategies for your Business From the Desk of Cyndi Stern -Workshops -Opportunities -Ideas & Tips Hello , Should your clients be using a traditional IRA or a Roth IRA? We've included the details, of...
Eschels Financial Group: Increased Participation?
March 2016 9 Eschels Financial Group Marketing Strategies for your Business From the Desk of Cyndi Stern -Workshops -Opportunities -Ideas & Tips Hello , 2016 has been a wild ride in the market these first 2 months and despite all that we know, and...
Eschels Financial Group: Welcome to March and IRA time
March 2016 8 Eschels Financial Group Marketing Strategies for your Business From the Desk of Cyndi Stern -Workshops -Opportunities -Ideas & Tips Hello , Individual Retirement Accounts: September 2, 1974- the day when the Employee Retirement Income...
Eschels Financial Group: Are there alternatives to CDs?
February 2016 7 Eschels Financial Group Marketing Strategies for your Business From the Desk of Cyndi Stern -Workshops -Opportunities -Ideas & Tips Hello , Year after year clients use Certificates of Deposits as a safe parking place for money that...
Eschels Financial Group: How can Long Term Care be secured?
February 2016 7 Eschels Financial Group Marketing Strategies for your Business From the Desk of Cyndi Stern -Workshops -Opportunities -Ideas & Tips Hello , Each year, 70% of annuity business is 1035 Exchanges. We gather from this information that...
Eschels Financial Group -How are you protecting your clients from market loss?
February 2016 6 Eschels Financial Group Marketing Strategies for your Business From the Desk of Cyndi Stern -Workshops -Opportunities -Ideas & Tips Hello , The stock market didn't have a pretty month. Despite a surge of 397 points on the last day...
Eschels Financial Group: Welcome to February
February 2016 5 Eschels Financial Group Marketing Strategies for your Business From the Desk of Cyndi Stern -Workshops -Opportunities -Ideas & Tips Hello , Welcome to February- did the ground hog see his shadow? Will there be an early Spring, or...
Eschels Financial Group- Which is more important: investment returns or the longevity of the portfolio?
January 2016 4 Eschels Financial Group Marketing Strategies for your Business From the Desk of Cyndi Stern -Workshops -Opportunities -Ideas & Tips Hello , We're bringing January to a close in a few days..... what a wild ride it has been in the...