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Financial Advisor November 2007 Karen DeMasters	Changing Lanes A former general motors employee, Tim Herbert now is helping his former colleagues as a financial advisor.
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The Motley Fool December 3, 2009 Adrian Rush	Michigan Needs an Overhaul The Great Lakes State was suffering through its own mini-recession long before the rest of the country hit a downturn, and the bad times continue.
The Motley Fool October 27, 2009 Dan Caplinger	3 Tips for a More Secure Retirement You shouldn't need to worry about making ends meet.
Registered Rep. November 1, 2004 Chris O'Leary	The Dawn of the Retirement Age Financial advisors and market analysts agree that as baby boomers begin to retire later this decade and throughout the 2010s, many retirees remain dangerously uninformed about how much annual income they will need and about how to manage their investments.
Financial Advisor March 2005 Marla Brill	Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help.
Entrepreneur March 2006 Scott Bernard Nelson	New Horizons More choices for 401(k) and 403(b) plans mean the sky's the limit on your retirement-planning options.
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.
Financial Advisor May 2008 Tracey Longo	Sweet Deal Starting in 2010, anyone, regardless of income, can convert his or her traditional IRA to a Roth IRA. Will higher-income investors be prepared to do so?
Registered Rep. August 1, 2006	Recipe for Trouble After two years of operating an independent practice, a seasoned financial advisor is ready to take on two partners. He wants the experts to tell him how they should divvy up the pot.
Financial Advisor September 2009 John Carl	Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement.
Registered Rep. June 1, 2012 Kevin McKinley	Goosing Returns by Reducing Taxes Take a look at your clients' 1040s to show how you can save them real money right now, and in retirement.
Financial Planning November 1, 2006 Howard Sontag	How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road.
Financial Advisor December 2009 Mary Rowland	Rough Road The rules on providing investment advice to 401(k) plan participants have been shifting, and the end of the controversy is not in sight.
Financial Planning February 1, 2012 Jim Grote	Partner in Finance Marilyn Dimitroff, of Capelli Financial Services in Bloomfield Hills, Mich., sees her relationship with her clients as a partnership.
The Motley Fool September 7, 2005 Dayana Yochim	What About My 401(k)? "One-size-fits-all" doesn't work for even the most straightforward money management conundrums.
Investment Advisor July 2005	Assessing the Roth 401(k) It may not be around forever, but there are real benefits for the next decade.
BusinessWeek April 18, 2005	Jobless In Detroit -- And Germany In Michigan, the problem is sclerotic corporate health-care, pension, and wage policies that are hugely expensive. In Germany, where the government controls these policies, the problem is national.
Financial Advisor May 2010 Andrew Gluck	Private Equity Pitfalls Few advisors possess the resources required to research these deals.
Financial Planning January 1, 2009 John J Bowen Jr	Interesting Times This interesting financial environment offers unparalleled opportunities for advisors to grow their businesses and come out of the current mess stronger than ever.
Investment Advisor June 2009 Lewis Schiff	The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.
The Motley Fool September 28, 2011 Morgan Housel	3 Things Holding Back Jobs You Didn't Know About Digging past the headlines and into the nuance.
The Motley Fool September 5, 2006 Dan Caplinger	How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence.
Financial Planning August 1, 2007 Marshall Eckblad	Advisor Pulse If a new survey is to be believed, advisors who help their clients with retirement planning -- and that's most of you -- will soon face a difficult choice: Change the way you service clients or watch your profits shrink.
The Motley Fool October 19, 2010 Morgan Housel	Fair Game: Blaming Older Workers for High Unemployment How delayed retirements are hurting employment.
Financial Planning December 1, 2008 Jeanne Lee	Taxes: Going Up? After President-elect Obama takes office, many experts expect an increase in capital gains and income tax rates for high-net-worth individuals. Advisors might want to consider examining the potential impact of higher rates on clients' portfolios and retirement strategies.
Investment Advisor October 2008 Melanie Waddell	DOL Floats Advice Proposals The Department of Labor recently announced two proposed rules under the Pension Protection Act designed to make investment advice more accessible for millions of Americans in 401(k)-type plans and individual retirement accounts.
Financial Advisor December 2009 Karen DeMasters	A New Game Rule changes in 2010 for retirement plans offer advisors opportunity to help employers and their workers.
The Motley Fool March 31, 2009 Dan Caplinger	The Best Way to Save for Nearly Anything Even though a Roth IRA was designed as a way to help you save for retirement, you don't have to use it that way. In fact, when it comes to Roth IRAs, you have a lot of choices -- even ones that aren't available with traditional IRAs.
Financial Planning September 1, 2011 Donald Jay Korn	Tough Love Planners can play a vital role in facilitating a client's economic survival.
Investment Advisor January 2007 Bob Clark	The Trust Threat Financial advisors need to rethink adding trust services to their offerings.
Financial Planning January 1, 2009 Donald Jay Korn	Outlook 2009 The long-term outlook is brighter than the current vista. Markets have always turned up after downturns and there's no reason to think this pattern will end.
Investment Advisor September 2008 Mark Tibergien	The Bounty for Captain and Crew Does ownership of an advisory firm pay enough when rewards for employees are so high?
Registered Rep. March 6, 2012	RIA Rising: Befogged Investors Struggle with the Math Understanding the rules of investing can be a daunting task for clients, but some new data by Charles Schwab released today suggests the confusion may run deeper than you'd think.
On Wall Street March 1, 2010 Helen Kearney	Compensation 2010 Your definitive guide to the changes in advisor compensation across the industry.
Registered Rep. November 25, 2009 Philip Palaveev	The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners.
The Motley Fool July 20, 2009 Dan Caplinger	Why a Roth Could Be All Wrong for You Even with all their features, Roth IRAs might not be your best choice.
Financial Advisor June 2011 Bruce W. Fraser	Rebuilding Trust - Part 2 Six leaders in the wealth management continue their discussion of the advisory industry and how new rules and regulations will impact it.
Registered Rep. November 1, 2005 Kristen French	Trolling for 401(k) Treasure Congress is expected to enact new pension legislation that would make it easier for financial advisors to work with participants in company retirement programs.
Financial Advisor February 2, 2009 Sherri Scordo	Frontline News Time is money (and health)... 401(k)s getting KO'd... Morningstar names managers of the year... Long-term health care costs up, but increase has slowed... Some advisors avoid state-focused munis... Care giving for cash...
Registered Rep. December 8, 2010 Philip Palaveev	The Cobblers Kids If the cobbler's kids run around barefoot, the financial advisor's kids may be a little nervous about their college funds right now.
On Wall Street March 1, 2010 Bo Bohanan	Do You Really Want To Be A 401(k) Consultant? It is fairly easy to spot the advantages and opportunities of working in this marketplace. But, not all of the pitfalls are as evident.
Financial Planning August 1, 2011 Martin Shenkman	Conversation Starter What's the right way for an advisor to handle estate planning? Is there even one right way?
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
Investment Advisor January 2008	The Compensation Food Chain Performance-based compensation is the future of investment advisor compensation.
Financial Planning September 1, 2011 Martin Shenkman	Come Together Estate planning is a critical part of the planning process and ideally should be a group effort, involving attorneys and accountants as well as planners. But where does a financial planner fit on the team?
Financial Advisor December 2005 Tracey Longo	Strategies For An Uncertain World Opportunities aplenty, for advisors ready for a bumpy ride into the future: More than 1,200 investment advisors and other professionals from around the country converged to attend the 8th Annual Financial Advisor Symposium, an event designed to show advisors how to move their firms to the next level success.
The Motley Fool May 17, 2004	How Roth IRAs Work Learn the difference between traditional and Roth IRAs.
Financial Planning September 1, 2006 David Liebrock	Mining 401(k) Gold Small- and mid-sized companies are looking for help with their retirement plans. Here's how to reach out to this untapped market.
Registered Rep. May 24, 2013 Sallie Krawcheck	Don't Fence Me In Women start businesses at twice the rate of men and predict a bright future for the wealth management industry.