MagPortal.com   Clustify - document clustering
 Home  |  Newsletter  |  My Articles  |  My Account  |  Help 
Similar Articles
On Wall Street
November 1, 2011
Mayoras & Mayoras
Five Joint Ownership Mistakes Celebrities are not the only ones to make mistakes with their estate planning. It happens to people all across the country on a regular basis. The end result -- just like with the rich and famous -- often is an ugly and expensive family fight in court. mark for My Articles similar articles
The Motley Fool
June 13, 2006
Selena Maranjian
Universal Default Can Whack You It's the cold shower of the credit card world. It means that one mistake with one creditor can result in significant rate hikes from lots of your other creditors. mark for My Articles similar articles
Financial Planning
September 1, 2011
Suzanne McGee
Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money. mark for My Articles similar articles
AskMen.com
Mr. Mafioso
Mafioso: Deal With Parents You never neglect your parents. With all the Cousin Tonys and Aunt Maries on the family tree, your parents are some of the most important. mark for My Articles similar articles
BusinessWeek
July 2, 2009
The Essentials Here are the key legal documents you will need -- aside from a will, of course -- to assist parents in a medical or financial emergency and handle their estate at death mark for My Articles similar articles
Registered Rep.
September 1, 2004
Daniels, Leibell & Prince
On Ambulance Chasing and Asset Protection There is a need for estate planners to protect client assets from claims that could result from lawsuits. Here are seven characteristics of an effective asset-protection program, all of which should be part of an integrated estate plan. mark for My Articles similar articles
Financial Planning
December 1, 2012
Martin Shenkman
Estate Planning Nirvana? Self-Settled Trusts Explored Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them. mark for My Articles similar articles
The Motley Fool
October 13, 2010
Dan Caplinger
Don't Make These 4 Money Mistakes Parents are making some wrong moves with their money. When it comes to saving for their children's college education, a lot of parents are making mistakes that are keeping their money from working as hard as it could for them. mark for My Articles similar articles
BusinessWeek
May 28, 2009
Age of Anxiety How children of varying ages deal with family financial worries. mark for My Articles similar articles
Finance & Development
June 1, 2001
Gabrielle Lipworth & Jens Nystedt
Crisis Resolution and Private Sector Adaptation The effect on existing debt of recent restructurings and rollovers is somewhat ambiguous and depends on whether positive news about individual instruments' recovery values outweighs negative news about the costs of default on them... mark for My Articles similar articles
The Motley Fool
July 16, 2007
Selena Maranjian
Do You Take This Credit Risk? When you marry someone, you may be marrying some massive financial headaches. Joint finances or separate accounts; what is right for you? mark for My Articles similar articles
Investment Advisor
August 2008
Kara P. Stapleton
Like Elder, Like Adult Child Baby boomers are failing to follow the tried-and-true retirement planning disciplines that enabled their parents to achieve a satisfying retirement. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2013
Mary Stark Hood
Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
February 27, 2007
Mary Dalrymple
Is Your Credit Habit Risking House and Home? What to know when considering using home equity to pay off credit card debt. mark for My Articles similar articles
Registered Rep.
April 10, 2012
Kevin McKinley
Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest. mark for My Articles similar articles
Registered Rep.
November 2, 2015
David H. Lenok
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? mark for My Articles similar articles
Registered Rep.
March 28, 2012
Lena S. Rizkallah
TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2015
Joel H. Schneider
Creating Value Use real estate leases effectively in Chapter 11 situations. mark for My Articles similar articles
Financial Planning
March 1, 2013
Martin Shenkman
Wealthy Need New Trust Strategy With federal estate taxes no longer a threat, the standard planning approach for wealthy couples needs to change. mark for My Articles similar articles
Financial Advisor
January 2012
Gail Liberman
State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance. mark for My Articles similar articles
Financial Planning
August 1, 2010
Donald Jay Korn
Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Planning
May 1, 2013
Ingrid Case
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. mark for My Articles similar articles
Financial Planning
October 1, 2011
Ingrid Case
Tending Mom and Dad When siblings are unprepared, bickering about responsibility and unsure of one another's desires, skills, financial resources and availability, planners are stepping in to help families sort out their roles. mark for My Articles similar articles
Financial Planning
April 1, 2013
Martin Shenkman
Time for a New Estate Planning Strategy? Recent tax changes mean that planners may have to rethink the ways they invest clients assets. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
September 2007
Bruce W. Fraser
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. mark for My Articles similar articles
Financial Planning
September 1, 2012
Ann Marsh
Family Feud: Review Estate Plans Annually A bitter court dispute between a father and two of his children underscores how vital it is to review estate plans annually including tax provisions. mark for My Articles similar articles
Inc.
June 2009
Managing Business Insolvency and Bankruptcy Even after a business fails, an owner has important choices to make. mark for My Articles similar articles
Financial Advisor
November 2007
Mitch Anthony
Boomer Interuppted Baby boomers may envision a retirement with lots of freedom, but some already are finding that's not the case. Here's what financial advisors need to know. mark for My Articles similar articles
Financial Advisor
December 2004
Gregory Bresiger
Your Next Client May be a Child Financial relationships that took an advisor years to build can be quickly ruined by a young person's recklessness with money. That's why it is often critical for advisors to know the children of their clients. mark for My Articles similar articles
Financial Planning
July 1, 2009
Scott Schutte
Lesson Plans Is there anything positive we can take away from this time of turmoil? How can we learn, and how can we help our kids learn from this? What wisdom can we impart to our children or our clients' children that can help them better prepare for their financial future? mark for My Articles similar articles
Financial Planning
October 1, 2011
Matthew F. Erskine
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. mark for My Articles similar articles
The Motley Fool
April 11, 2007
Tim Beyers
Why I'm Still Investing Can you have debt and still put money into stocks? Yes. mark for My Articles similar articles
AskMen.com
September 9, 2012
Loukas Mexis
Moving Back In With Parents The economic difficulties that devastated Greek households are forcing more and more 30-year-olds to return to their parent's household with a terrible sense of defeat. mark for My Articles similar articles
The Motley Fool
May 28, 2009
Dayana Yochim
Facing Mom and Dad's Money Issues Talking to Mom and Dad about their finances can help ease your mind and give you a head start mulling over what you'll face in the future. mark for My Articles similar articles
The Motley Fool
December 1, 2006
Mary Dalrymple
Singing a Holiday Tune or a Debt Dirge? Attack your debt if the holidays have you wringing your hands over credit card bills. mark for My Articles similar articles
Financial Planning
July 1, 2013
Martha White
Special Needs Clients: 'Retirement for 3' For families with a special-needs child, advisors must employ a variety of tactics. mark for My Articles similar articles
Sports Central
January 7, 2015
Mert Ertunga
Thoughts on Tennis Parenting Recently, the issue of "tennis parenting," a term used for parents whose kids who play competitive tennis, has resurfaced within the last month. mark for My Articles similar articles
Financial Planning
January 1, 2009
Deborah Fox
Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets. mark for My Articles similar articles
AskMen.com
October 14, 2002
Donald Morrison
Clean Up Your Credit Report If you're planning on making a major purchase, taking out a loan, or even just applying for a credit card, you're going to need a good credit rating. If you've come to the unpleasant realization that your rating isn't as positive as you had hoped, it's time to start improving it. mark for My Articles similar articles
The Motley Fool
July 8, 2005
How to Reduce Your Debt You don't have to suffer in debt. Many have dug themselves out. Here are some ideas. mark for My Articles similar articles
The Motley Fool
October 9, 2009
Dayana Yochim
It's OK to Talk About Loved Ones' Finances Steering clear of money topics is much worse than ignoring them. mark for My Articles similar articles
Registered Rep.
February 24, 2011
Kevin McKinley
Managing Mom's Assets Many of your retiring boomer clients are dismayed to finally reach financial independence, only to find themselves spending valuable time and money supporting and caring for one (or two, or more) of their elderly parents. mark for My Articles similar articles
Registered Rep.
August 20, 2012
Lynn O'Shaughnessy
When Dream Schools Become a Nightmare Many parents will go to great lengths to send to their children to their dream schools, but it's not always the best financial decision. mark for My Articles similar articles
Registered Rep.
December 24, 2012
Jim Moniz
Lessons of the Rich and Famous . . . in Death Many smart and successful people throughout history have made the mistake of not having a good estate plan. mark for My Articles similar articles
BusinessWeek
November 12, 2007
R. Berner & B. Grow
Prisoners of Debt The fresh start promised by bankruptcy is under attack as big lenders keep squeezing money out of consumers whose debts were canceled by the courts. mark for My Articles similar articles
Financial Planning
July 1, 2010
Donald Jay Korn
All in the Family Advisors should start talking with clients now about shifting income from higher-bracket to lower-bracket family members. Possible strategies include hiring children or even retired parents in a business, or transferring assets to these individuals. mark for My Articles similar articles
BusinessWeek
July 2, 2009
Lauren Young
Coping with the Caregiving Dilemma How to avoid the victim-rescuer trap and other tips for the millions of baby boomers sandwiched between parents and children. mark for My Articles similar articles