Below I will share some thoughts for consideration. One needs to ask if college is really going to...
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An Election Year…What Should I Do?
Charles R. Elhoff, Jr
October 1, 2020
In my years of experience in the financial world, I would always get this question, and my response has always . . .
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The Client or Customer is NOT Always Right
Charles R. Elhoff, Jr
September 15, 2020
Sales people (even most all people in business) are trained to accept the idea that the client is always right. . . .
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FINANCIAL LIFE is Like a GOLF GAME
Charles R. Elhoff, Jr
September 10, 2020
You may not like the game of golf or you might be addicted to it, but in any case, I’m . . .
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Credentials & Professional Designations
Charles R. Elhoff, Jr
August 21, 2020
If you search “professional designations” on Google, you will find 42 pages of designations for 25 professions in the United . . .
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Advice on Life Insurance is Lacking
Charles R. Elhoff, Jr
August 21, 2020
Litigators, regulators, the media and technology are all paving the way for life insurance advice. Clients need advice about these . . .
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Who has the Crystal Ball?
Charles R. Elhoff, Jr
August 14, 2020
What are the markets going to do? How will the tax laws change? When are interest rates going up? All . . .
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50th Anniversary, Financial Planning Profession
Charles R. Elhoff, Jr
January 29, 2020
Unlike most professions, the Financial Planning Profession can identify a precise founding in December 1969 when a group of financial . . .
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Myth Busters: Insurance
Charles R. Elhoff, Jr
November 4, 2019
Insurance… We buy it and hope we never need it. When we need it, it’s never enough, yet when we . . .
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Estate Planning – Say What?
Charles R. Elhoff, Jr
August 7, 2019
When we were first married an insurance agent came to the house to set up our auto and home insurance . . .
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It May Not Be What We Think
Charles R. Elhoff, Jr
June 28, 2019
I must confess I get very frustrated with articles, promotions and advertising. Yes I am too anal and “black and . . .
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