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Financial Planning
April 1, 2006
Ryan Duey
The CPA Connection Financial planners and CPAs should work as a team of trustworthy and knowledgeable professionals who genuinely care about serving the best interest of their clients. mark for My Articles similar articles
Financial Advisor
December 2009
Bill Bachrach
Making The Play Life and business are like a football coach. The plays are called and it's your job to execute. Are you ready? mark for My Articles similar articles
AskMen.com Peyton Manning Vs. Eli Manning Family rivalries are nothing new, but things are on a different playing field when it comes to Peyton and Eli Manning. mark for My Articles similar articles
Entrepreneur
April 2006
Jennifer Pellet
Cash Out You may be able to take money from your IRA, penalty-free. mark for My Articles similar articles
Registered Rep.
December 24, 2014
Kevin McKinley
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. mark for My Articles similar articles
The Motley Fool
April 2, 2004
Finding the Right Advisor A good financial planner can give you knowledgeable, unbiased advice on investments, insurance, taxes, and estate planning. He can save you time, money, and angst. Some tips on picking a financial planner. mark for My Articles similar articles
Financial Planning
October 1, 2012
Tyler V. Cook
Investing Is Not Planning: Tyler Cook of Sestina Network Explains Fee-only financial planning is goal-oriented and highly customized, and forces clients to focus on the why of their financial plan. Every part of a client's plan is related and interconnected in some way. mark for My Articles similar articles
Sports Central
February 19, 2009
Sean Crowe
Suggestions For the NFL Rules Committee Every offseason, the NFL Rules Committee gets together to discuss potential rule changes. Here are a few suggestions they might consider. mark for My Articles similar articles
Sports Central
July 17, 2006
Brad Oremland
Can Peyton Manning Win the Big One? The question has dogged him since college -- and it continues to follow him. mark for My Articles similar articles
Financial Planning
May 1, 2008
Donald Jay Korn
Out of the Penalty Box Lots of forty- and fiftysomething retirees want to milk their IRAs before age 59 1/2 -- and naturally, they'd like to do it penalty-free. How can retirees manage this feat? There is a way. mark for My Articles similar articles
Financial Planning
December 1, 2008
Donald Jay Korn
Tough Decisions Early retirees may be one of the groups hardest hit by the recent bear market. Before age 62, they can't collect Social Security, and if they're under age 591/2, they may have to draw down their IRAs, relying on 72(t) tax rules to avoid early withdrawal penalties. mark for My Articles similar articles
Sports Central
January 31, 2007
Todd Beckstead
Four Reasons Why the Colts Will Win The Indianapolis Colts are currently projected as seven-point favorites against the Chicago Bears in Super Bowl XLI. Here are four reasons why the Colts should win and why a loss would be devastating to the Colts and Peyton Manning. mark for My Articles similar articles
Sports Central
February 13, 2007
Brad Oremland
Brett Favre vs. Peyton Manning A list of the greatest quarterbacks the league has seen over the decades creates some debate when looking at the current decade. mark for My Articles similar articles
The Motley Fool
February 16, 2007
Elizabeth Brokamp
Ask Mrs. Riches: On the Wrong Side of the IRS Could your spouse be flirting with danger on your joint tax return? Get your financial relationship questions answered here! mark for My Articles similar articles
The Motley Fool
August 4, 2006
Roy Lewis
The Roth Way to Riches It's a retirement account! It's an emergency fund! It's the amazing Roth IRA! mark for My Articles similar articles
Investment Advisor
January 2010
Tere D'Amato
Evaluating Financial Aid Consultants Here are some questions clients should ask before writing a check to a consultant. mark for My Articles similar articles
Sports Central
November 26, 2004
Damian Greene
Thanksgiving Stuffing First, the Colts demolish the Chicago Bears last week, 41-10, then blast the Lions into oblivion, matching the same point output, with a 41-9 victory. mark for My Articles similar articles
Financial Planning
September 1, 2007
Rick Kahler
Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they? mark for My Articles similar articles
Registered Rep.
July 30, 2012
Kevin McKinley
Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance. mark for My Articles similar articles
The Motley Fool
October 17, 2006
Dan Caplinger
Don't Get the Savings Munchies! Stick to your savings goals despite all the available distractions. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Kevin McKinley
Doing the Family a Favor When you suggest to your recently retired clients that they consider moving money from an IRA to a Roth IRA, you may not want to highlight the fact that this year's check to the IRS is going to be a bit bigger than expected. mark for My Articles similar articles
Sports Central
September 2, 2004
Adam Russell
New Contact Rule Should Have Little Effect We want more offense. We want higher scores. We want more long plays. At least that's what the powers that be in the NFL think. mark for My Articles similar articles
Sports Central
May 15, 2007
Ryan Day
Why the Colts Will Not Repeat Here are three solid reasons why the Indianapolis Colts will not win the Super Bowl again this year. mark for My Articles similar articles
Registered Rep.
October 29, 2015
Matt Oechsli
Financial Advisors Rock This doesn't diminish a CPA's or estate attorney's expertise, but it does provide a clear signal that the affluent perceive today's financial advisor as the quarterback out of all of these financial experts. mark for My Articles similar articles
Sports Illustrated
December 11, 2002
Eric Crouch
No Regrets Heisman winner Eric Crouch was drafted by the Rams, then quit because he couldn't play quarterback. Here, in his own words, is how he feels about walking away. mark for My Articles similar articles
Sports Central
February 17, 2010
Bill Hazell
Manning's Legacy Tarnished? Please The most oft-discussed storylines from Super Bowl XLIV were that of the joy of the city of New Orleans winning its first pro sports championship and partying the night away, and that of Peyton Manning's legacy being tarnished. One of those cannot be questioned, the other raises eyebrows. mark for My Articles similar articles
BusinessWeek
October 18, 2004
Lewis Braham
Easing The Tax Bite On Your IRA Converting your retirement account now to a Roth IRA lets you take advantage of today's low rates. mark for My Articles similar articles
Financial Planning
January 1, 2005
Ed Slott
Exceptional Flexibility New 72(t) rulings can help your financial advisory clients tap their retirement funds early-penalty-free. mark for My Articles similar articles
Financial Planning
March 1, 2006
Marshall Eckblad
Bookshelf: Making Referral Relationships Pay Making Referral Relationships Pay: A Complete Guide to Revenue-Sharing Partnerships for Financial Advisers and CPAs by Thomas Grady details the more durable strategic alliances between financial planners and CPAs. mark for My Articles similar articles
AskMen.com
February 2, 2003
Dan Carter
Tax Tips That'll Save You Money With the dreaded April 15th deadline approaching faster than you think, filling out your tax forms should be tops on your list of priorities. As many of us leave all the paperwork until the eleventh hour, we miss out on numerous chances to take advantage of valuable counsel. mark for My Articles similar articles
Sports Central
December 30, 2015
Kevin Beane
ESPN Writer Drops Truth Bombs About Peyton Manning Ian O'Connor, in a piece about Peyton Manning, isn't really wrong about anything, but gives us over 1,500 words to say he has nothing to say about Peyton Manning. mark for My Articles similar articles
Registered Rep.
December 1, 2005
Kevin McKinley
Be a Hero With the Stroke of a Pen Examining your clients' IRA beneficiary designations initially and periodically is good practice. But it should go beyond just i-dotting and t-crossing. A five-minute conversation could lead to millions more for the clients' descendants, and introductions to dozens of potential new clients for you. mark for My Articles similar articles
The Motley Fool
June 3, 2010
Nathan Alderman
What the Fool Is an IRA? Learn the basics of individual retirement accounts. mark for My Articles similar articles
Financial Planning
September 1, 2009
Donald Jay Korn
Roth Revolution Starting in 2010, anyone can convert a traditional IRA to a Roth IRA, regardless of income. mark for My Articles similar articles
Registered Rep.
March 1, 2007
Kevin McKinley
A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off. mark for My Articles similar articles
Registered Rep.
May 1, 2005
Kevin McKinley
Splitting Heirs Becoming a financial expert in the byzantine regulations governing large retirement distribution and estate-planning loopholes will elevate your status in the high-net-worth investor community, and your earnings should rise accordingly. mark for My Articles similar articles
Financial Planning
May 1, 2005
Vincent A. Schiavi
Trust for Sale When financial planners and CPAs work together, the client doesn't always win. mark for My Articles similar articles
The Motley Fool
March 17, 2009
Dan Caplinger
This Easy Step Will Save You Thousands Skipping it could cost your family for generations. mark for My Articles similar articles
Financial Advisor
September 2005
Bruce W. Fraser
Through The Eyes Of Estate Planning Attorneys Attorneys and financial advisors are natural allies in the estate planning process, but if the relationship is not cultivated properly, it can deteriorate quickly. mark for My Articles similar articles
AskMen.com
Brandon Lang
Football: Weekly Picks The Super Bowl has finally arrived after two weeks of endless media hype and, once again, a victor needs to be predicted. mark for My Articles similar articles
Financial Planning
October 1, 2011
Donald Jay Korn
Age Is Just a Number Clients must withdraw at least certain amounts from their retirement accounts when they reach the age specified under the tax code. Those trying to skip complying face a 50% penalty on any shortfall. mark for My Articles similar articles
The Motley Fool
June 12, 2008
Dayana Yochim
Are You Paying Your Pro the Wrong Way? How you pay for financial advice may matter more than how much you pay. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 12, 2007
Elizabeth Brokamp
I Love Financial Planning Give your sweetie a sound financial future. While your honey may not find a visit to the CPA equally romantic, do take time together this season to assess where the two of you are headed financially. mark for My Articles similar articles
Sports Central
August 29, 2012
Top Three QBs in the AFC West With the addition of Peyton Manning, the AFC West has been turned upside down. The San Diego Chargers have long been the division favorites, but they've now been pushed aside thanks to the Manning-led Denver Broncos. mark for My Articles similar articles
Financial Planning
March 1, 2005
Ed Slott
The IRA Imbroglio Most advisers haven't kept current on rules governing retirement distributions. Here are some for-instances. mark for My Articles similar articles
The Motley Fool
December 3, 2004
David Braze
Roth IRA Conversion Considerations This is a good time of year to be thinking of your IRA plans. The ability to ultimately take tax-free withdrawals from a Roth IRA makes a conversion seem attractive. mark for My Articles similar articles
Inc.
November 2006
Jennifer Gill
Smart Questions For Your Accountant Forget holiday shopping. Now is the time to huddle with your CPA and make year-end tax moves that will shave Uncle Sam's bill. Here are a few questions to ask your number cruncher. mark for My Articles similar articles
Sports Illustrated
August 2, 2002
Ivan Maisel
Spitting image Ole Miss quarterback Eli Manning more and more resembles his big brother. mark for My Articles similar articles
Financial Planning
February 1, 2012
Ann Marsh
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax. mark for My Articles similar articles