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The Motley Fool
November 4, 2011
Robert Brokamp |
Give Your Life Insurance a Checkup Are you getting the right amount of life insurance?   |
Financial Planning
February 1, 2005
Grace W. Weinstein |
Into the Maw Life insurance payouts usually aren't subject to taxes-unless your client makes one of these mistakes. |
Registered Rep.
October 23, 2013
Kevin McKinley |
Five Reasons to Keep a Life Insurance Policy Even a couple who seems to be financially-independent will find that an "unneeded" life insurance death benefit may actually come in handy down the road. |
The Motley Fool
September 16, 2004
David Jacobs |
Keep It in the Family The IRS is gunning for your inherited IRA. Follow these steps to avoid costly penalties. |
Commercial Investment Real Estate
Jul/Aug 2010
Cunill-Fals & JShindell |
Buying Into Distress This article discusses the typical loan purchase process and some of the advantages and disadvantages of buying nonperforming commercial real estate loans. |
The Motley Fool
January 24, 2007
Dan Caplinger |
The Dangers of Co-Signing Know what you're getting into before you guarantee someone else's debt. Co-signing on another person's loan is beyond the regular call of duty, and you shouldn't feel bad if you decide it's not worth risking your own financial stability to do it. |
The Motley Fool
December 13, 2010
Dayana Yochim |
Keep the Wrong Hands Off Your Money As long as you're filling out gift tags and place cards -- and before visiting family members start getting on your nerves -- it's a good time to check and see whether you've jotted down the right names on your beneficiary forms. |
Financial Advisor
October 2006
Richard L. Harris |
Life Insurance At A Discount Certain techniques offer many benefits for very wealthy clients. |
Investment Advisor
January 2008
Marlene Y. Satter |
Not a Single Thing Of course you protect your clients' assets. But do you protect unmarried couples' assets equally? |
Registered Rep.
October 19, 2010
Alan Lavine |
How To Manage Life Insurance Death Benefit Payments Tread carefully when you help clients decide what to do with their life insurance proceeds after a loved one dies. |
The Motley Fool
April 1, 2004
Dave Braze |
Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what. |
Registered Rep.
August 17, 2010
Alan Lavine |
Insuring Clients In Divorce And Second Marriage State laws vary, but with a revocable trust, the person with a power of attorney typically cannot change the beneficiary designations on the life insurance policy. |
Financial Planning
February 1, 2011
Donald Jay Korn |
Heir Loss Beneficiary problems can cause even the best financial plans to go awry. |
Financial Advisor
September 2006
Beck & Leibell |
Life Insurance For Charitable Gifting The use of life insurance to make charitable gifts can be an effective and cost-efficient means of fulfilling charitable intentions without making a sizable donation while alive. |
Commercial Investment Real Estate
May/Jun 2014
Mary Stark Hood |
Charitable Donations of Life Insurance Life insurance is often overlooked as a gifting option when individuals are considering gifts to charities, but it can be an effective way to provide a charity with funds for future work. |
The Motley Fool
August 23, 2006
Dan Caplinger |
How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance. |
Commercial Investment Real Estate
May/Jun 2003
Christopher Carroll |
Understanding Today's Underwriting Criteria Makes Refinancing Easier With historically low interest rates still available, many property owners are seeking to refinance their loans. However, they should be aware that today's lenders underwrite real estate values far differently than in the past by using a relatively new set of cash flow adjustments. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
Registered Rep.
March 18, 2014
Alan Lavine |
Donating Life Insurance It's possible for philanthropic-minded clients to donate their life insurance to charity and get an attractive tax deduction. |
Registered Rep.
November 15, 2011
Alan Lavine |
A Good Marriage: Life Insurance and Annuities What do you get when you splice together a life insurance policy and an immediate annuity? A reversionary annuity. Yes, that's a mouthful, but it carries some of the advantages of each and is ideal for certain kinds of clients. |
Entrepreneur
February 2006
Crystal Detamore-Rodman |
On Good Terms With short-term interest rates going up, now's the time for small businesses to trim financing costs by cutting back on adjustable-rate loans. |
Commercial Investment Real Estate
May/Jun 2006
A. Barry Cappello |
Making It Work Investors soon may feel the effects of a cooling real estate market through subtle and not-so-subtle shifts in the way lenders view commercial real estate loans. When lenders' requirements tighten, borrowers should consider these options. |
Financial Planning
September 1, 2008
Martin M Shenkman |
Twistin' Taxes Away Many estate planners aren't aware of a little-known method for using life insurance to benefit illiquid estates, including those containing a family business or those composed largely of real estate. |
The Motley Fool
February 2, 2005
Dayana Yochim |
The Million-Dollar Clerical Error A misfiled beneficiary form robs a widower of his wife's final wishes, and her pension -- could it happen to you? |
Financial Planning
May 1, 2012
Ed Slott |
Newfangled Annuities A new tool has been proposed to help their clients manage the pace of distributions from their retirement accounts and to ease their fears about outliving their life expectancy. In February, the IRS released proposed regulations about the establishment of "qualified longevity annuity contracts." |
The Motley Fool
June 21, 2006 |
Some Debt Is OK The important thing is the interest rate -- and your ability to pay. |
The Motley Fool
June 30, 2004
Tim Beyers |
My $45,000 Mistake The heartening story of a couple's journey out of debt. It took three years, but eventually they paid off more than $45,000. Here's the story of what went wrong, and how it was made right. |
Entrepreneur
February 2008
Crystal Detamore-Rodman |
The Real Estate Deal Shopping for a commercial real estate loan can be tricky. Here's what you need to stay balanced. |
The Motley Fool
August 3, 2007
Rich Duprey |
7 Scary Documents You Must Have What happens to you, your assets, and your health care in case you can't make the decision? These are the seven most important documents you need to have to protect yourself and your family. |
The Motley Fool
August 27, 2004
Roy Lewis |
How Does Insurance Affect Your Taxes? Which plans are deductible, and which are taxable? Here's help sorting them out. |
Financial Planning
July 1, 2011
Ed Slott |
Beneficiary Battles If a client wants to name someone other than a spouse as the beneficiary of a 401(k) or other ERISA retirement plan, it is a two-step process. |
Financial Planning
September 1, 2005
Ed Slott |
New Rule on IRA Disclaimers Your client can pass the benefits of an inherited IRA to a child, even after taking a six-figure distribution. Here's how it works. |
The Motley Fool
January 8, 2007
Selena Maranjian |
On Financing a Car Be smart and prepared to get the best rate on a car loan. |
Commercial Investment Real Estate
Jul/Aug 2010
David C. Hannah |
Community Banks Step Into a New Role Banks can band together with other similarly situated community banks to share the credit risk through a loan participation or syndication arrangement. |
The Motley Fool
July 15, 2005
Roy Lewis |
Loans and Family: Do They Mix? Thinking about lending money to a relative? Take a look at these tips first. |
The Motley Fool
May 21, 2004
Roy Lewis |
Pension Loan Breaks Tax law permits a few breaks on loan interest for those borrowing against their future. |
The Motley Fool
September 17, 2004
Roy Lewis |
Retirement Loans: Is the Interest Deductible? Make sure that you think things through before you decide to borrow against your plan. |
The Motley Fool
September 24, 2004 |
Some Debt Is OK Pay attention to the interest rates you're paying on your debt. |
The Motley Fool
August 13, 2004
Roy Lewis |
Tips on Deducting Loan Points With the flurry of new home purchases and refinanced mortgages, here is a brief discussion on the tax treatment of loan points. |
Registered Rep.
September 7, 2015
Kevin McKinley |
Eight Outside the Box Risk Categories Here are eight outside the box situations that may signal it's time to take a more cautious approach to investing and allocating clients' assets. |
Financial Planning
May 1, 2005
Ed Slott |
A Helping Hand A new IRS ruling highlights the problems of inheriting company retirement plans, particularly when the beneficiary is a young spouse. |
Entrepreneur
June 2004
Joan Szabo |
Estate of Affairs Don't play beneficiary roulette when it comes to your estate plan. Keep the future of your business in mind when making plans for your estate. |
BusinessWeek
November 14, 2005
Lindsey Gerdes |
The Private-Loan Dilemma Unable to borrow enough via the federal government, more students are turning to other lenders, which can be a risky last resort. |
Commercial Investment Real Estate
Mar/Apr 2015
Joel C. Solomon |
Seeking Balance Construction loans present unique circumstances for lenders. |
U.S. Banker
September 2010
Bonnie McGeer |
Finding the Right Match Online loan exchanges like BoeFly and Biz2Credit are gaining traction as banks look for new ways to find more small-business borrowers. |
The Motley Fool
September 7, 2004
Selena Maranjian |
The Best Way to Finance a Car Shopping around can pay off big-time. |
BusinessWeek
July 14, 2003
Lewis Braham |
Is Your Policy Getting Zapped? Swapping insurance coverage may get you out of the jam. |
The Motley Fool
July 10, 2006
Tim Beyers |
Invest or Pay Down Debt? The choice isn't as simple as you think. It all depends on whether, through investing, you're able to create value by earning more than the cost of your debt. So, rank your obligations, review your investing choices, and then act wisely. |
Registered Rep.
May 1, 2006
Janet Arrowood |
Addition by Division Advisors need to be at the top of their game when working on insurance coverage in divorce proceedings, because people often behave badly when the talk turns to money. |
Investment Advisor
September 2006
Vicky Schroebel |
The Tax Advisor: Extending Savings How stretch IRAs can benefit clients and their heirs. |
