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Registered Rep.
November 1, 2005
Todd K. Ballenger |
Trading Down to a Better Retirement Without preying on your clients' fears, you can use the concern over the real estate bubble to do something that financial advisors should have been doing all along: talk about real estate as part of the comprehensive investment plan.   |
Investment Advisor
December 2006
Olivia Mellan |
Gone, but Not Forgotten When clients are contemplating the kind of legacy they want to pass on to their family, to society, or to a certain charitable cause, consider helping them to take stock of their deeply cherished values, beliefs, and life goals before they focus on the financial aspects of legacy transfer. |
Investment Advisor
December 2007
Lewis Schiff |
Add a Break-Up Quarterback A divorce specialist can play a key role on your financial planning team. |
The Motley Fool
April 9, 2007
Mary Dalrymple |
When Good Credit Marries Bad Credit When two people marry, they decide to share everything, but the wedding license doesn't force a merger between two credit reports. |
Registered Rep.
July 5, 2012
Kevin McKinley |
Five Mistakes that New Retirees Make Some of your savviest clients still need your help to retire confidently. |
Investment Advisor
January 2009
James J. Green |
First Responder Advisors are on the front lines of the financial crisis with their clients and colleagues. Olivia Mellan explains how you can stay calm and centered to their benefit, and to yours. |
Financial Planning
June 1, 2007
Marion Asnes |
Bookshelf In The Home Seller's Guide to Tax Savings 2007, Julian Block thoroughly explains how to take best advantage of the 2006 tax-law changes that govern buying and selling a primary residence. |
CIO
November 15, 2002
Christopher Koch |
Pay Us Now AND Later Questioning how maintenance fees for enterprise software are used. |
On Wall Street
November 1, 2009
Gerri Leder |
Navigating A New Tax Era As far as taxes are concerned, make no mistake: Your clients' retirement savings are in peril. In our lifetime, the tax burden will likely change wealth and consumption habits for advisors and clients alike. |
Investment Advisor
May 2008
Olivia Mellan |
Quittin' Time? How a financial advisor should respond to various situations faced by clients contemplating retirement: Fear of boredom... Couple with conflicting retirement dreams... Couple with a large age difference... Need to support parents... etc. |
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. |
Registered Rep.
June 1, 2004
Anne Field |
The Great Divorce Handled right, divorces can be a new positive for the advisor: In most of the cases one advisor has encountered, she's ended up keeping both exes in the fold after the split-up. |
Registered Rep.
April 1, 2005
Kevin McKinley |
In Praise of the Lump When a retiring client's employer presents him with a choice between a monthly pension check and a lump-sum payment, the choice is usually a simple one. Accepting the lump is usually the most lucrative choice for the client and the advisor. |
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. |
Registered Rep.
September 7, 2015
Kevin McKinley |
Eight Outside the Box Risk Categories Here are eight outside the box situations that may signal it's time to take a more cautious approach to investing and allocating clients' assets. |
On Wall Street
June 1, 2012
Denise Federer |
The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships. |
The Motley Fool
July 29, 2005
Roy Lewis |
Loan Points to Ponder Paying interest up front on a home loan? Learn the right way to deduct it. |
The Motley Fool
August 13, 2004
Roy Lewis |
Tips on Deducting Loan Points With the flurry of new home purchases and refinanced mortgages, here is a brief discussion on the tax treatment of loan points. |
Financial Advisor
September 2008
Wayne von Borstel |
Who's Running Your Practice? One of the toughest obstacles for advisors is telling clients what they need to hear instead of what they want to hear. Some people simply don't want candor. Some people refuse to be coached. |
On Wall Street
April 1, 2012
Todd Colbeck |
Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting? |
Financial Advisor
November 2008
Wayne von Borstel |
The Heart Of The Issue One advisor makes tape recorded conversations of his clients lives, both to understand them better and to create a lasting legacy for their families. |
Financial Advisor
April 2010
Andrew Gluck |
Special Trip Family retreats may be a good way to explore the complexities of your wealthiest clients, says this consultant. |
Information Today
April 17, 2014 |
Park Place Technologies Expands Data Center Services Park Place Technologies offers data center hardware maintenance to companies such as IBM, HP, and Dell. |
Financial Planning
October 2, 2007
Elizabeth O'Brien |
Advisor Pulse A new study reveals that while 95% of all financial advisors believe they've talked about fees with their clients, only 66% of customers say their advisor has initiated a fee discussion with them. |
The Motley Fool
June 23, 2006
Elizabeth Brokamp |
Ask Mrs. Riches: Your Car-Buying Personality Are you and your partner in sync when it comes to buying a new car? Get your financial relationship questions answered here! |
Financial Planning
October 1, 2010
Susan Bradley |
Where Widows Go Advisors who can guide someone through one of the most difficult life passages are rare and treasured resources whom widows want to share with every other widow they meet. |
The Motley Fool
December 7, 2010 |
Ask June: Military Divorce Entitlements and VA Loan Benefits June Walbert answers reader questions about benefits for divorced spouses. |
Investment Advisor
April 2007 |
Wealth Is The Name of the Game Letters to the editor: Never Mind Texas, What About Missouri?... Change is Good... etc. |
Investment Advisor
April 1, 2011
Olivia Mellan |
And the Pass Is Incomplete Baby boomers are scheduled to inherit $8.4 trillion from their parents -- but don't expect it all to go smoothly |
American Family Physician
November 1, 2000
Forrest Lang |
Curbside Consultation A Doctor Who Is Blamed for a Patient's Condition... |
AskMen.com
December 9, 2001
Rashmikant Patel |
Trusting Your Advisor Many of us are looking back at our investments over the last couple of years, and blaming our advisors for the less than stellar performance. It all comes down to one issue: do you trust your financial advisor? |
Investment Advisor
January 2007 |
Retiring "Retirement" "Retiring" is a word, and concept, that's outlived its usefulness. Here are ways financial advisors can help clients entering their "third age" navigate this passage with optimism and fortitude. |
Financial Advisor
December 2004
Evan Simonoff |
Editor's Note For financial advisors, mistakes can cost clients huge amounts of their life savings. Because advisors have so much at stake in what they do, it's easy to understand why professionals get so passionate about their work. |
