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Financial Planning June 1, 2007 Jennifer M. DeLong |
The New College Try A college degree is invaluable, but it is worth more if it doesn't come with a debt load that burdens students and parents for years. College savings must take its rightful place as part of an integrated financial planning approach. |
Financial Advisor April 2009 Steven Leshner |
Basic Training Revisited One of our roles as advisors is to show our clients that there's a parallel between fiscal and physical fitness. |
Financial Planning November 1, 2007 Stacy Schultz |
5 Questions Chuck Toth, head of education planning at Merrill Lynch and secretary of the College Savings Foundation, discusses a new study on the state of college savings. |
The Motley Fool August 16, 2006 Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
The Motley Fool August 30, 2007 John Rosevear |
Start Saving Now Does the prospect of saving for an emergency fund or for retirement seem too overwhelming? Then start smaller. Save for a tangible near-term goal, and commit yourself to paying off credit cards each month. |
The Motley Fool August 31, 2004 Dave Mock |
Put Your Kids on Easy Street First and foremost, investing for your children should be used as an opportunity to teach, not just a simple gift of liquid assets. |
Registered Rep. July 1, 2004 Kevin McKinley |
The Future of College Savings An action plan for managing college savings from the year of a child's birth to the midteen years. |
AskMen.com April 13, 2003 Dan Carter |
8 Steps To Take Before Investing Although placing money in the stock market, real estate or other venues is a must for many, there is a checklist you must walk through beforehand. Like many other important decisions in life, it is highly recommended that you exhaust all resources prior to delving into this risky business. |
Financial Advisor July 2006 Raymond Fazzi |
A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues. |
Financial Advisor July 2007 Tracey Longo |
Helping Clients Grow 529 Plans Faster More advisors' clients are maxing out on 529 plans, driving first-year contributions into the six-figure range. |
The Motley Fool July 1, 2010 Dayana Yochim |
6 Steps to Financial Independence Step up and up and take rightful control of your financial future. Here's how. |
Registered Rep. August 24, 2011 Jerry Gleeson |
Fidelity: 529 plans not an advisor priority Assets in college-targeted 529 savings plans are growing at double-digit rates, but financial advisors appear to be on the sidelines when it comes to working with clients on the product. |
Registered Rep. April 1, 2005 Kevin McKinley |
Passing Grades for 529s When qualified college savings accounts burst on the scene in the late 1990s, the initial growth exceeded most expectations. At the same time, small tickets, bigger regulatory burdens and a go-go stock market are diminishing the interest of some advisors. |
Investment Advisor August 2007 Kara P. Stapleton |
Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help. |
The Motley Fool December 8, 2006 Dan Caplinger |
What Money Means to You Money is a valuable tool in allowing you to reach your goals. In saving and investing, however, don't forget accumulating money in itself isn't the goal but rather simply the way to get you there. |
Financial Planning December 1, 2007 Elizabeth O'Brien |
Advisor Pulse Many parents are woefully underprepared to fund their children's college expenses, and advisors are well positioned to give them the nudge they need. |
AskMen.com Michael Estrin |
10 Common Savings Mistakes Here are the 10 most common mistakes people make about saving money. |
The Motley Fool October 17, 2006 Dan Caplinger |
Don't Get the Savings Munchies! Stick to your savings goals despite all the available distractions. |
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. |
AskMen.com Terence Channon |
2008 Financial Resolutions Setting goals for the next 12 months does not have to be limited to weight loss or personal fitness goals -- there are many money matters you can resolve to tend to in the New Year as well. Here are some practical tips to get you started. |
The Motley Fool August 9, 2004 |
Life Insurance: Term vs. Whole For most of us, term life insurance is enough -- here's why. |
The Motley Fool October 31, 2007 Claire Stephanic |
The Looming Economic Collapse Many Americans are pessimistic about the U.S. economy. The only way to ensure financial stability through a recession or bear market is to have a plan. Here are some tips about where to begin. |
Financial Advisor July 2008 Jeff Schlegel |
Bump In The Road College savings plans are difficult to understand and are being underutilized. |
Registered Rep. April 22, 2015 Kevin McKinley |
Small Deposits Now, Big Money Later Using the right vehicle and starting as soon as possible, parents, grandparents and other concerned family members can provide a lifetime of financial security for the children they love. |
Job Journal April 26, 2009 Brenda Ferguson |
Career Pros: Recession-Proof Your Career There are two categories in which to focus your efforts: job search tactics and job saving tactics. |
Investment Advisor November 2006 |
Remarks by Chairman Ben S. Bernanke The Coming Demographic Transition: Will We Treat Future Generations Fairly? -- Over the next few decades, the U.S. population will grow significantly older, a development that will affect our society and our economy in many ways. |
Financial Advisor January 2007 Marla Brill |
The College Savings Chasm The gap between college savings and costs is big, and it's likely to get bigger. Here is some advice on how financial planners can help. |
The Motley Fool August 5, 2005 Dayana Yochim |
Find Your Money Motivation When retirement is a distant goal, how do you motivate yourself to start a savings habit? |
The Motley Fool February 4, 2009 Chuck Saletta |
This Is the Difference Between Poverty and Prosperity I've got one word for you. Saving, especially for retirement, is always worth it -- no matter what the market does. |
The Motley Fool March 19, 2007 Elizabeth Brokamp |
Financial Vows in Marriage Did you promise to love, honor, and save for retirement? |
The Motley Fool March 15, 2007 Mary Dalrymple |
Break Through Barriers to Saving Here are the most common reasons that prevented people from saving more for retirement and some ideas to overcome them. |
The Motley Fool January 18, 2007 Mary Dalrymple |
Feed Your 401(k) Even recent hires have run out of excuses for ignoring retirement. The best part about a 401(k)? Once you set it up, the savings happens automatically. |
The Motley Fool November 17, 2006 Elizabeth Brokamp |
Ask Mrs. Riches: Two Steps Forward, Three Back When you have financial emergencies, how can you get ahead? |
The Motley Fool March 15, 2007 Mary Dalrymple |
When the Best-Laid Plans Go Awry Retirement doesn't always happen when or how you plan. It is therefore important to start saving early. |
Financial Advisor July 2009 Raymond Fazzi |
College Savers In Retreat New 529 plan sales are down in the wake of the market collapse, while plan participants retreat to ultraconservative options. |
Investment Advisor October 2007 Kara P. Stapleton |
The Kids Stay in the Picture Think of your financial advisory clients' children now, and they're likely to think of you later. |
The Motley Fool November 18, 2004 Selena Maranjian |
We've Left $30 Billion on the Table Why make saving for retirement harder than it already is? |
The Motley Fool September 29, 2009 Dan Caplinger |
The Best Way to Save for College Pick the best investments for your kids. |
Investment Advisor November 2006 Kara Stapleton |
Upgrades Pension Protection Act makes permanent the ability of 529 account holders to take federal income tax-free distributions... Envestnet Asset Management re-branded its Web site... etc. |
The Motley Fool March 22, 2007 |
A Budget You Can Live With One big problem many people face is that, while they may mean to save and invest 10% of their salary, by the end of the month they just don't have that much left. They have good intentions, but not enough discipline. |
Registered Rep. September 1, 2004 Kevin McKinley |
Running Through the Ribbon The following strategies will ensure financial advisors' clients have enough money to get Junior to the end of his senior year of college. |
IndustryWeek December 1, 2005 Michael K. Evans |
Evans On The Economy -- Less-Than-Zero-Savings? Don't Believe It The real numbers explain why consumers continue to buy. |
The Motley Fool December 20, 2006 Mary Dalrymple |
The Thrifty Millionaire Not all wealthy people are the big spenders that you might imagine. The wealthy get there through hard work, planning, and financial discipline. |
The Motley Fool March 4, 2010 John Rosevear |
You Can't Afford to Skip This Question It's a question you might not ever have thought to ask. if you've ever had a moment of feeling like retirement investing is a drag, take some time to put together a clear, exciting vision of your post-work future. |
The Motley Fool April 20, 2010 Dayana Yochim |
Stop Investing Like You're Still in College Over time our minds, metabolism and money issues change. Plan accordingly. |
The Motley Fool October 6, 2009 Rich Smith |
Oops! I Forgot to Save for Retirement! Actually, I didn't. But maybe you did? |
The Motley Fool January 13, 2005 Robert Brokamp |
Oops, I Forgot to Save for Retirement! It's never, ever too late to improve your financial future. Here's how. |
The Motley Fool April 14, 2004 Dayana Yochim |
Size Doesn't Matter Honestly! It's the number of years spent building your nest egg that's most important. |
The Motley Fool June 12, 2008 Claire Stephanic |
Millionaire on Minimum Wage How much does it take to make millions? Not as much as you may think. |
The Motley Fool November 3, 2009 Amanda B. Kish |
Why You Won't Be Able to Retire Don't quit your day job just yet! There is a true crisis ahead -- and new data shows just how unprepared most Americans are to retire. |