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Registered Rep.
January 1, 2006
Susan Konig |
Getting In By Taking the Worry Out Small business owners can be anxious clients at first, but after or so, many advisors say the nature of the relationship changes. What they want is an informed, competent and honest advisor.   |
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. |
CFO
August 1, 2006
Scott Leibs |
Cabin Fever Don't let a vacation home become the perfect place for your cash to get away. |
Financial Planning
August 1, 2011
Donald Jay Korn |
Second Place Clients who resisted the lure of a vacation home when prices were spiraling higher may feel a pressing need to buy now. |
Financial Advisor
March 2010
Caren Chesler |
Real Estate Horror Tales Investors tell how their dreams of making money went from bad to worse when they started renting their properties. |
Registered Rep.
April 1, 2006
Kevin McKinley |
On Golden Pond--Literally Buying life insurance while establishing a qualified personal residence trust is an especially shrewd move for benevolent owners of second homes. Since the trust will theoretically eliminate estate taxes on the property, the clients can get by with a smaller death benefit -- and lower premiums. |
Entrepreneur
March 2007
Robert Kiyosaki |
Real Opportunities Get in on the next real estate boom, and grow by investing. |
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 Advisor
June 2010
Roy Diliberto |
The Savings Myth Advisors need to give balanced advice, and for many clients that means encouraging them to enjoy their lives today. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
Financial Planning
May 1, 2013
Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities |
Financial Advisor
November 2004
Alan Lavine |
Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s. |
Financial Planning
September 1, 2006
Donald Jay Korn |
Room and Boarders According to the latest statistics from the College Board, average housing costs in 2005 were $6,636 a year at public universities and $7,791 at private institutions. Some parents have come up with an alternative: Buy a home for their young scholars. |
The Motley Fool
April 13, 2004
Dayana Yochim |
Who Cares About the Housing Bubble? A swig of Pepto and a small perspective shift are overdue. Is it full speed ahead for the housing market, or are we headed for a crash? How exactly should you play this one? Here is a novel idea: Just don't. |
AskMen.com
November 26, 2000
Luis Rodrigues |
Should You Buy Or Rent The Bachelor Pad? It wasn't too long ago that I was looking for a place of my own. I was very serious about it and thoroughly enjoyed going from place to place, in my quest for the perfect condo. The very first question that came to mind was, "Should I buy or rent?" |
Entrepreneur
August 2003
Mark Henricks |
Owning Up To buy or not to buy? That's the hot-button question if you're renting your business location. |
Registered Rep.
November 1, 2004
Kevin McKinley |
The Age Game Whether your clients' estates are under or over the "death-tax" threshold, the following strategies will help ensure your clients' family wishes will be met in the most tax-efficient and cost-effective manner. |
Financial Advisor
March 2012
Eric Rasmussen |
Is Home Where The Head Is? Home ownership is baked into the American dream. But after the housing bubble burst, some advisors see it as a recipe for disaster if people stretch their means to do it. |
AskMen.com
January 21, 2001
Luis Rodrigues |
Do You Know How Much You're Worth? When was the last time you actually sat down and calculated your net worth? |
Financial Advisor
November 2008
Ken Ziesenheim |
The Probability Of Real, Real Returns Financial advisors should be evaluating clients' investment returns after taxes, expenses, and inflation to get a real picture of what their portfolios have earned. |
AskMen.com
Terence Channon |
Inheriting Debt Your parents' debts are not necessarily meaningless to your financial future. Here are some potential impacts of generational debt and how to deal with them. |
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. |
The Motley Fool
August 28, 2007
John Rosevear |
Budgeting 101 Here's how to get a grip on your money. |
On Wall Street
October 1, 2008
Larry Silver |
Keeping It Simple Perhaps the best investment strategy for these volatile times, shared by the most successful advisors, was quite simple: Remain fully invested in a basically conservative, diversified portfolio.. |
Financial Planning
April 1, 2005
Mitchell Rose |
Emotional Rescue By tending to family dynamics during the estate planning process, financial advisers can prevent wounds and conflicts years before they might occur. |
AskMen.com
June 11, 2001
Luis Rodrigues |
Make Money With Real-Estate Investing Investing in real estate wisely can garner lots of money, so if you're just getting started, or have considered investing in real estate, the information that follows is invaluable... |
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. |
The Motley Fool
February 15, 2007
Mary Dalrymple |
Dreaming of Beaches and Rental Profits Think like an accountant when contemplating a vacation property. |
BusinessWeek
June 14, 2004
Peter Coy |
Your Home By The Numbers Some basic tools can help you calculate how good an investment your house is. |
Financial Planning
October 1, 2010
Michael Kitces |
What's Next for Ideas Although it ultimately attempts to address many of the same financial problems as does traditional financial planning, the Life Cycle Finance framework has a different perspective, and leads us to explore new solutions. |
The Motley Fool
June 20, 2007
Dan Caplinger |
Retire Early and Often People younger than 50 resist thinking about retirement because it seems so far away. Yet with changes in the way workers are planning their careers, you may want to give yourself the opportunity to take several breaks over the course of your working life. |
Job Journal
August 8, 2010
Penelope Trunk |
Brazen Careerist: Starting Off Strong on the Job How to avoid some of the missteps that trip up new employees. |
Investment Advisor
January 2006
Olivia Mellan |
The Psychology of Advice: The Silent Generations A huge chunk of our nation's wealth is in the hands of baby boomers' parents. Whether you represent older parents or a grownchild, better intergenerational communication is as important to you as it is to your financial advisory clients. |
AskMen.com
Dan Carter |
Basics Of Real Estate Investing It is never easy to make the most of your investments, but there is one option that remains a solid, steadily profitable venue for your money. This, of course, is real estate -- a wise choice through good times and bad. |
Financial Advisor
December 2011
Bill Bachrach |
Higher Ethics It's unethical and out of integrity to be a financially unsuccessful financial advisor. |
Entrepreneur
February 2007
C.J. Prince |
Buying Time While residential real estate slows, the commercial market remains fairly healthy. Is now the time to buy? |
Financial Planning
April 1, 2005
Julian Block |
2010: The Taxes We'll Pay This is a golden age for investors, at least as far as taxes are concerned. Looking ahead, there are several ways your clients can take advantage of today's tax rules and prepare for tomorrow's. |
Financial Planning
November 1, 2005
Maureen Mohyde |
The New Generation Gap Estate planning is one of the most important steps your clients can take to help their families. Planning can help make things easier for everyone when difficult times arise. But a study shows parents are more at ease discussing their estate plans than their boomer children. |
The Motley Fool
August 31, 2009
Dan Caplinger |
This Could Be the Best Move You Ever Make The plummeting housing market hasn't just thrown millions of homeowners under the wheels of their mortgage debt; it has also thrown into question whether buying a home really ever makes economic sense. |
This Old House
Keith Pandolfi |
The Perfect Getaway Now might be the ideal time to buy a vacation home -- as long as you're buying for passion, not profit |
On Wall Street
January 1, 2009
Larry Silver |
The Success Formula 2008 was a year we would all rather forget. Yet the lessons learned could direct both advisors and clients on new roads to successful investing this year. |
Investment Advisor
February 2007 |
Through Thick and Thin Balanced funds provide investors with diversification within the confines of a single investment vehicle by holding a portfolio of highly uncorrelated asset classes. |
Financial Advisor
March 2005
Raymond Fazzi |
Estate Tax: What Repeal? Many planners are telling clients not to expect the tax to go away. |
