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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. |
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? |
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. |
Entrepreneur April 2006 Jennifer Pellet |
Cash Out You may be able to take money from your IRA, penalty-free. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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! |
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! |
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. |
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. |
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? |
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. |
The Motley Fool October 17, 2006 Dan Caplinger |
Don't Get the Savings Munchies! Stick to your savings goals despite all the available distractions. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
The Motley Fool June 3, 2010 Nathan Alderman |
What the Fool Is an IRA? Learn the basics of individual retirement accounts. |
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. |
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. |
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. |
Financial Planning May 1, 2005 Vincent A. Schiavi |
Trust for Sale When financial planners and CPAs work together, the client doesn't always win. |
The Motley Fool March 17, 2009 Dan Caplinger |
This Easy Step Will Save You Thousands Skipping it could cost your family for generations. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
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. |
Sports Illustrated August 2, 2002 Ivan Maisel |
Spitting image Ole Miss quarterback Eli Manning more and more resembles his big brother. |
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. |