Five Financial Concerns of Your Affluent Clients


Five Financial Concerns of
Your Affluent Clients

Members of U.S. households with more than $250,000 in investable assets ranked the following as the issues most likely to affect their savings and investments:

1. Health care costs.
2. Increases in energy prices.
3. Protecting current wealth.
4. Minimizing taxes.
5. State of the U.S. economy.

Source: Phoenix Marketing International, Affluent Marketing Service, www.phoenixmi.com .

BUSINESS TRENDS

SPONSORED REPORT

CPEOs provide peace of mind around payroll services

The creation of these new IRS-certified service providers for small businesses clarifies some issues around traditional professional employer organizations.

QUIZ

Pronoun practice to help polish your prose

Using pronouns correctly in writing and speech can help you make a good impression. Try our 10-question quiz.