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BusinessWeek July 11, 2005 Amy Borrus |
Not Necessarily A Fresh Start On Oct. 17, bankruptcy will get tougher and costlier. Here's what you need to know. |
Financial Planning November 1, 2005 Ed Slott |
IRA Protection The good news: Your client gets more IRA creditor protection. The bad news? Your client is bankrupt. If this can help even one or two of your clients protect their retirement funds, then you can be a real hero by knowing about the new rules and helping your clients through tough times. |
Health August 19, 2009 Meryl Davids Landau |
How to Prevent a Medical Bill Disaster It's a fact of life: Everyone gets sick at times. The scary thing is that illness or medical bills cause nearly two-thirds of all bankruptcies. |
Financial Advisor December 2005 Gregory Bresiger |
Unprotected Clients? Financial advisors must understand how the new bankruptcy law changes the rules of asset protection. |
AskMen.com July 7, 2002 Donald Morrison |
The Ups & Downs Of Bankruptcy While filing bankruptcy shouldn't be a shameful process, it is one that ought to be approached with caution. It's a means of repayment that isn't cut out for every financial situation, regardless of how catastrophic they may seem, and its consequences can be detrimental and far-reaching. |
Financial Advisor February 2011 Ben Mattlin |
Medical Bills Health-care costs are rising faster than inflation, but sound planning can help. |
The Motley Fool May 25, 2005 Tom Taulli |
What Bankruptcy Reform Means for You This year, bankruptcy will become a much more severe option. Here's a look at the new law. |
Financial Planning September 1, 2005 Russell Wild |
Desperately Seeking Coverage When your client needs individual health insurance, finding an affordable policy requires some digging. |
Financial Planning April 1, 2006 Joan Warner |
A Prescription for Planners As clients assume a growing burden for healthcare costs, financial advisers will have to figure this expense into financial plans -- building more uncertainty and competing goals into the mix. |
AskMen.com Terence Channon |
How To: Declare Bankruptcy Times are tough and you've found yourself with a pile of credit card debt -- and you have no way to pay it off. Here's how to declare bankruptcy properly. |
The Motley Fool August 12, 2005 Roy Lewis |
When IRAs Meet Chapter 11 Does a recent Supreme Court ruling shield IRAs from bankruptcy creditors? A simple reading of the court's decision could suggest that IRAs get absolute bankruptcy protection -- but that's not the case. |
Investment Advisor November 2006 David L. Miller |
A Law With an Immediate Effect The new landscape of bankruptcy in America: IRS officials and tax professionals review the impact of the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005. |
Financial Planning April 1, 2010 Rick Kahler |
Healthcare on the Critical List Even if Congress does enact a new law, it seems that the same old problems will remain, at least for the next few years. So let's take a careful look at what's at stake. |
The Motley Fool October 18, 2006 Dan Caplinger |
Did Bankruptcy Reform Work? A year after new bankruptcy laws took effect, the results are still mixed. What is clear, however, is that many honest people are suffering for the bad actions of a few abusive debtors. |
Financial Planning April 1, 2008 David E. Adler |
Your Retiring Clients' Biggest Fear How to pay for healthcare is the single biggest concern that people have approaching retirement. It's important for planners to understand this as well; not only for clients, but for themselves. |
Financial Planning May 1, 2007 Donald Jay Korn |
Cover Your Assets Proven asset protection vehicles continue to be vital for any planner intent on helping clients shield their wealth. |
Financial Planning April 1, 2007 Joan Warner |
What's Next for Medicare Is America's retirement healthcare plan really in trouble? Here's some good news -- and some hard decisions for your financial advisory clients. |
Financial Planning March 1, 2012 Miriam Rozen |
New Chapters After Bankruptcy John E. Matheny had a thriving financial planning business, with $35 million in assets under management, until three years ago. That's when the planner confronted disorder in his own finances. |
Financial Planning November 1, 2011 Donald Jay Korn |
Barely Covered When the going gets tough, the tough cut costs. Clients worried about their finances may think about dumping big expenses that may seem to be a luxury, such as disability insurance. In this case, they would likely be wrong. |
Entrepreneur September 2001 Chris Sandlund |
Born Again Good businesses don't have to die just because they've gone hopelessly, out-of-control in debt. There is a place they can turn for redemption: the bankruptcy laws. |
Entrepreneur January 2004 Jane Easter Bahls |
Against Your Will Is your business drowning in debt? If so, you should know about a legal maneuver creditors can use to force your business into bankruptcy. |
Financial Planning July 1, 2005 Rebecca McReynolds |
Bankruptcy's Toll New legislation will make it tougher for small businesses to get a fresh start. This means that advisers have to be more vigilant to make sure their clients aren't blindsided in today's uncertain economy. |
AskMen.com Terence Channon |
Survive Bankruptcy Fortunately, there are logical steps and resources to help you survive and rebuild during these trying times. |
Financial Planning April 1, 2006 Ed McCarthy |
Critical Coverage Even the best-tended assets are at risk when clients suffer from extended illness or injury. Here's how financial planners are protecting them. |
The Motley Fool August 31, 2007 John Rosevear |
Don't Be Afraid of Bankruptcy Although bankruptcy's reputation is as a refuge for deadbeats, most of those who end up filing are regular folks who have gone through a life-changing (and finances-changing) experience. |
BusinessWeek October 29, 2007 Christopher Farrell |
Bankruptcy Reform Bites Back For consumers, debt relief is harder to come by. And that's adding to housing woes. |
The Motley Fool November 1, 2004 Dayana Yochim |
How to Shop on the Clock Doctors' bills? Disability insurance? Company stock? Put it on the boss's tab. |
Financial Planning July 1, 2013 Ilana Polyak |
Disability Insurance: Are You Protected? Advisors need to think about disability insurance coverage for both themselves and their clients. |
Registered Rep. November 1, 2006 Jason Van Steenwyk |
How to Protect Client Assets What can a financial advisor do to protect clients? Start by learning about asset-protection strategies that allow an individual to create legal barriers and disincentives to potential litigants. |
Financial Planning May 1, 2010 Rick S. Kahler |
Planning for Reform It will be important to pay attention in coming months, so you can plan for the impact health care reform is likely to have on your finances, your career and your clients. |
Financial Advisor May 2005 Paul M. League |
Benefiting From ERISA Exclusions allow retirement and health benefits for small business owners and key managers. |
Financial Planning April 1, 2007 Elizabeth O'Brien |
Are Your Clients Covered? Today's healthcare system demands vigilance from consumers and planners alike. Some financial planners are taking on the complex, expensive market for individual health insurance. And they're finding solutions. |
On Wall Street April 1, 2011 Lorie Konish |
Taking On The Troubled Athlete When Ira Spiegel first came on to work as the accountant and financial advisor to embattled football star Michael Vick, it was a match made in bankruptcy court. |
The Motley Fool December 20, 2005 Dayana Yochim |
Shop on the Clock Why pay for things like doctors' bills, disability insurance, and baby-sitting if your boss is willing to pick up the tab? How to milk your employer for every last penny that is rightfully yours. |
Financial Planning July 1, 2006 Robert M. Hayes |
Preserve Medicare Medicare is a roadmap for the future healthcare of America. It should be fine-tuned and improved, not undermined and privatized as the Washington power brokers are now attempting to do. |
Financial Planning April 1, 2008 Henry K Hebeler |
The Care Bear Most working people and even professional planners fail to see medical insurance premiums and uninsured healthcare costs as a looming disaster for many retirees. But it is a growing and major concern. |
HBS Working Knowledge August 25, 2003 Baker Library Staff |
Researching Bankruptcies on the Web A place to start for researching or filing bankruptcies. |
Financial Planning April 1, 2011 Donald Jay Korn |
Front and Center With baby boomer clients entering the age of Medicare, it will become increasingly important for planners to keep up with the inevitable new wrinkles. |
CFO July 1, 2006 Randy Myers |
The Fine Art of Self-Protection Why buying your own disability coverage may be a smart move. |
Financial Planning September 1, 2009 Stacy Schultz |
Staying Alive As the economic environment has pinned many financial advisors against a wall, for some, bankruptcy is their best chance at salvaging their business. |
The Motley Fool March 10, 2005 Selena Maranjian |
Bye-Bye, Bankruptcy? Expect to have a tougher time declaring bankruptcy soon. If you're deep in debt, learn more about the new rules. |
Financial Planning January 1, 2009 Jeanne Lee |
More Pink Slips Our economy has shed a staggering 1.9 million jobs in 2008 alone. As a result, many financial planners are having to help clients cope with situations much more dire than their worst-case scenarios. |
The Motley Fool February 6, 2007 Dan Caplinger |
Dealing With a Disability You hope it won't happen to you, but if it does, be prepared. Private insurance isn't the only way in which disabled people can obtain the means to support themselves. |
Knowledge@Wharton |
Major Health Care Reform Under President Bush Remains Elusive Three of the chief health-care challenges facing the United States are: finding a way to provide coverage for the millions of uninsured, reforming Medicare, and setting up a prescription-drug plan for the elderly. The White House is likely to make headway on only the third of these in the next two years. |
The Motley Fool August 3, 2007 Dan Caplinger |
When to Buy Long-Term Care Insurance Long-term care insurance pays out financial benefits to help you pay the expenses of nursing homes and home health care. Should you buy now, wait, or just skip the whole thing? |
Commercial Investment Real Estate Sep/Oct 2007 Brian Greenspoon |
Bankruptcy Sales Understanding sales processes from a legal standpoint during bankruptcy can be useful for commercial real estate professionals in the current market conditions. |
CFO June 1, 2010 Vincent Ryan |
Breezing Through Bankruptcy Companies filing for Chapter 11 protection are exiting sooner than ever, but is faster always better? |
The Family Room Gary Foreman |
Behind On Credit Card Bills They call nearly every day hounding us for the rest of our minimum payment which has reached in the neighborhood of $800 a month. Although we are not paying what they request every month, we ARE making a payment. Is there any way we can stop the phone calls? |
Financial Planning May 1, 2005 Janet Aschkenasy |
Longevity Insurance Who needs immediate annuities? Maybe some of your clients. Since annuities can provide most of a retiree's income, retirees are not forced to sell portions of a diversified portfolio for income under adverse market conditions. |
Nursing Management April 2009 Sharon H. Pappas |
Profits, Payers, and Patients: Responding to Changes Profit is necessary for hospitals to fulfill their missions, invest in expansion and new technologies, and reinvest in existing patient care infrastructures. Profitability is the work of the financial team and the clinical team to produce the hospital's desired financial outcome. |