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General Accounting Office (GAO) Report Reveals Reasons Why People Claim Social Security Benefits Early

Why would people choose to claim their Social Security retirement benefits prior to reaching their full retirement age, when doing so could result in as much as a 30% reduction in monthly benefits? According to the GAO, reasons include an individual’s type of work, employment status, education level, marital status, and other factors.

We’ve created a Client Alert that highlights the report’s findings. Log into your Forefield account or via free trial access @ forefield.com to view this alert in its entirety and/or to share with your clients and prospects.

For more information on the data cited in this Client Alert, as well as information about how the Pension Protection and Affordable Care Act has affected the health coverage options of early claimers, please view the complete report at http://www.gao.gov/products/GAO-14-311

Hearsay Social Expands Content Exchange Platform, Providing the Most Comprehensive Pre-Approved Content Library for Social Media

Social Media Publishing Is “Plug and Play” With Hearsay Social’s Content Exchange; Partnering With Industry-Leading Content Providers Broadridge Financial Solutions, Life Happens, NewsCred, and Trapit to Provide Timely, Relevant and Pre-Approved Content for Financial Services Professionals.

SAN FRANCISCO, CA–(Marketwired – May 28, 2014) – Hearsay Social, provider of the leading social business platform for the financial services industry, today announced new Content Exchange partnerships with Broadridge Financial Solutions, Life Happens, NewsCred, and Trapit in order to seamlessly source and effectively facilitate the publishing of high-quality, relevant content through social media.

Regularly publishing content to social networks is crucial to maintaining an active presence and staying top of mind with current and prospective clients. The Hearsay Social Content Exchange helps advisors and other financial representatives easily create, curate, and manage social content across their personal and professional networks. Through these newly announced partnerships, Hearsay Social is delivering high-quality, client-relevant, and pre-approved content for financial advisors to share value-added information with their customers across social networks.

Read more @ http://finance.yahoo.com/news/hearsay-social-expands-content-exchange-133300315.html

National Small Business Week Kicks Off May 12th. Three new CE Exams available.

Online registration is now open for National Small Business Week, a series of events scheduled to take place at select cities throughout the United States. Sponsored by the Small Business Administration, National Small Business Week is an annual event designed to help entrepreneurs launch and manage successful business endeavors.

Forefield has created a Client Alert to make your business owner clients aware of the event and the registration details.
Log in to Forefield to view the complete client alert and then share it with your cleints.

Also, we’ve recently added three new CE Exams that cover:
College Savings Options I
Roth IRAs and Roth 401(k)s
529 Plans

Introduction to Bitcoin and Its Challenges

What if someone told you about an investment that has made some people millionaires overnight and has both a number of high-profile supporters and a global reach? Would you be tempted to invest? Now what if someone told you that the same investment also could lose most or all of its value almost overnight, and that you might not have access to your money when you need it? How does it sound now?

You’ve just confronted the debate surrounding the five-year-old digital phenomenon known as Bitcoin. An alternative currency that exists strictly as digital code, Bitcoin has received a lot of attention, especially in the last year. In part that’s because speculation in Bitcoin has resulted in wild gyrations in its value.

Is Bitcoin an investment? A scam? A network of computers? The future of currency? If you’re unclear on what all the fuss is about, log in to http://www.forefield.com for a brief introduction to just what it is, how it works, and what’s been happening in the Bitcoin world lately, as well as some of the potential pitfalls it presents.

April is Financial Literacy Awareness Week

April is Financial Literacy Awareness Month–the perfect time to help your clients get on track with their saving and investing goals. We offer several concept pieces and videos that you may find useful in communicating with your clients and prospects during Financial Literacy Awareness Month. Log into http://www.forefield.com for free to access all of our content including:

-Financial Planning: Helping You See the Big Picture (concept video)
-Financial Planning–Helping You See the Big Picture
-Women and Money: Taking Control of Your Finances

In addition, Composer subscribers, look for our Financial Literacy Awareness Month greeting cards, which can be personalized with your own title and message.

Keep your clients informed with help from Forefield.

Choose articles from below to build your own client newsletter:

-The Fed’s Great Unwind and Your Portfolio

After more than five years of unprecedented support for the economy, the Federal Reserve Board has begun to reduce its purchases of bonds. And though the Fed has said interest rates may stay low even after unemployment has fallen to 6.5%, higher rates increasingly seem to be a question of timing. Both of those actions can affect your portfolio. Read on at Forefield.com.

-Spring Cleaning Your Debt

It’s springtime–time for you to take stock of your surroundings and get rid of the dirt and clutter that you’ve accumulated during this past year.
In addition to typical spring cleaning tasks, you may want to take this time to focus on your finances. In particular, now may be as good a time as ever to evaluate your debt situation and try to reduce and/or eliminate any debt obligations you may have. Log into Forefield.com for tips to get your clients started.

-Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress

As a participant in your work-sponsored retirement savings plan, you’ve made a very important commitment to yourself and your family: to prepare for your future. Congratulations! Making that commitment is an important first step in your pursuit of a successful retirement. Now it’s important to stay focused–and be aware of a few key risks that could derail your progress along the way. Risks outlined in detail at Forefield.com.

Exciting News for Forefield Clients!

Today, Broadridge Financial Solutions announced that it has expanded its offerings to financial advisors through its acquisition of Emerald Connect, a leading provider of solutions-based marketing tools that assist financial advisors in prospecting for new business, retaining existing clients and branding their practices.

Emerald Connect’s website solutions, as well as its customized branding, marketing, retention and client communication tools, will be integrated with our suite of sales, education and client communication capabilities to create the industry’s leading financial advisor client communications solution. We are excited about this development, as financial advisors will have a single, robust and comprehensive offering enabling them to educate and communicate with their clients, and position and grow their businesses.

There will be no immediate changes to the products and services you currently purchase from Forefield. Over time, we will merge the Forefield and Emerald Connect platforms to create a combined product offering that will provide enhanced marketing and productivity services. Adding Emerald Connect to Broadridge’s wealth advisor solutions portfolio demonstrates Broadridge’s growing presence in the wealth management industry and its commitment to provide high-quality services to financial advisors.

We look forward to our continued relationship, and welcome you to read the press announcement regarding the acquisition.


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