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Registered Rep.
March 1, 2007
Kevin McKinley |
A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off.   |
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. |
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. |
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. |
Registered Rep.
May 1, 2008
Kevin McKinley |
College Credit Parents reluctantly turn to public and private education loans. Their reticence is unfounded though, because it's much better to borrow money to pay for college than to not go at all. |
Registered Rep.
November 1, 2002
Kevin McKinley |
When That Bundle of Joy Grows Up to Be a Biker Chick With a little foresight, a few strategies can allow parents to stick to the letter of the law while preventing their well-intentioned savings in a custodial account from being frittered away by someone who is an "adult" in name only. |
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. |
The Motley Fool
August 16, 2006
Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
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. |
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. |
The Motley Fool
June 23, 2006
Roy Lewis |
Profit From Your Children Take full advantage of the tax benefits dependents provide. Here's how. |
The Motley Fool
May 2, 2007
Dan Caplinger |
Dueling Fools: Saving for College Save for college! Your kids need your help. |
Registered Rep.
March 19, 2012
Lynn O'Shaughnessy |
The Risks of Independence When parents realize that they haven't saved nearly enough money for college, some of them start wondering how their college-bound teenagers could qualify as independent students. |
Registered Rep.
May 25, 2011
Lynn O'Shaughnessy |
College Aid Checklist for Grandparents Seven tips that will allow grandparents to safely contribute to their grandkids' college education. |
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. |
Entrepreneur
June 2003
Scott Bernard Nelson |
College Savings 101 Take notes on the pros and cons of 529 plans. |
The Motley Fool
February 26, 2007
Mary Dalrymple |
Troubled Youth Younger adults report heavy financial concerns. But they've got lots of time to achieve their goals. Here's how. |
Financial Planning
August 1, 2009
Donald Jay Korn |
College Panic Many of your clients with teenage children may be feeling the college panic about now. They are looking at diminished net worths and an uncertain job market and economy |
Registered Rep.
December 1, 2002
Kevin McKinley |
First National Bank of Mom and Dad Details that clients need to consider when lending money between generations |
The Motley Fool
July 21, 2006
Selena Maranjian |
IRAs for Working Kids IRAs for teens can be a good investment -- and a great life lesson. |
The Motley Fool
March 8, 2007
Mary Dalrymple |
Work for Yourself, Retire for Yourself Know your options for self-employed-retirement savings. |
Investment Advisor
August 2010
Marlene Y. Satter |
A Retirement Plan Solution Brian Pon of Financial Connections Group, Inc., in Corte Madera, California, has a suggestion particularly for parents who will be around 59 years old while their children are in college. |
The Motley Fool
May 4, 2006
Robert Brokamp |
The ABCs of the Roth 401(k) There's a lot to like about the Roth 401(k) -- but it's not the same beast as the Roth IRA. So, what's worth more -- a tax break now or a tax break later? |
The Motley Fool
June 18, 2004
Dayana Yochim |
The Terrible Teens While your kids are still living under your roof, have "The Talk" -- the money talk, that is. Here are some tips on preparing your teen for the real world. |
Registered Rep.
January 18, 2013
Kevin McKinley |
Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills. |
Registered Rep.
August 1, 2004
Kevin McKinley |
Battling for College Savings The key to helping clients meet their higher education expenses lies in getting them to take definitive action in the years preceding enrollment. |
The Motley Fool
October 14, 2004
Robert Brokamp |
Roth IRA as Emergency Fund? Money in an IRA should be used just for retirement. Or should it? |
Financial Planning
June 1, 2011
Katie Kuehner-Hebert |
Hard Lessons Many parents may have made the right personal choice by having children later in life, but they'll likely find their retirement and their kids' college years are on a financial collision course. For those parents and their planners, that could spell trouble. |
The Motley Fool
September 16, 2005
Selena Maranjian |
Come on Down, Roth 401(k)! There will soon be a new kid on the block: the Roth 401(k). Here's how it works. |
CFO
February 1, 2007
Chuck Jaffe |
The Other Facts of Life One of the simplest ways to introduce the subject of fiscal responsibility is to demonstrate the power of savings to younger children by setting up a matching account for them. |
The Motley Fool
July 18, 2006
Dan Caplinger |
Get Your Kids to College: Coverdell ESAs As part of an overall college financial plan, Coverdell ESAs can be quite valuable. The fact that they can be used for primary and secondary school expenses can give parents the flexibility they need to address their child's particular educational needs. |
The Motley Fool
March 17, 2004
Robert Brokamp |
Roth IRA as Emergency Fund Should you use a Roth IRA for non-retirement expenses? Money in an IRA should be used just for retirement. Or should it? Money earmarked for other purposes -- but which may never be used as it was intended -- might be best deposited in a Roth IRA. |
Job Journal
May 20, 2012
Jeff Rose |
Common Mistakes to Avoid Before Starting Your Career For new grads about to launch their career, this is an exciting time, full of promise and potential. But failure to recognize some critical considerations early on causes many grads to stumble out of the gate. |
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
January 24, 2007
Mary Dalrymple |
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. |
The Motley Fool
July 22, 2004
Robert Brokamp |
The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more. |
Entrepreneur
January 2007
Jennifer Pellet |
Teen Tax Alert Changes in tax law could affect how much your kids are taxed. |
Registered Rep.
February 25, 2015
Kevin McKinley |
The Costs and Effects of High Tuition Advisors can diplomatically help clients and their children get the degree the kids need at a cost the family is willing and able to pay. |
AskMen.com
Terence Channon |
Must-Have Long-Term Savings It may seem like some of these financial ventures are much too far in the future to worry about right now, but if you want to reach your financial goals, these must-have long-term savings are the only way to get there. |
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. |
Investment Advisor
July 2005 |
Assessing the Roth 401(k) It may not be around forever, but there are real benefits for the next decade. |
The Motley Fool
January 6, 2004
Robert Brokamp |
5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away. |
Investment Advisor
November 2005
Christopher G. Laucks |
The Tax Advisor: A New Era in Retirement Planning Financial advisors take note: Whether it's for a business owner evaluating retirement plan options or a high-income earner considering tax-advantaged retirement programs, the Roth 401(k) offers numerous potential advantages. |
Investment Advisor
August 2010
Marlene Y. Satter |
College Savings: Do Your Homework For advisors helping clients pay college tuition, the subject is not a quick study |
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
March 10, 2005
Robert Brokamp |
Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement. |
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. |
Financial Planning
September 1, 2013
Donald Jay Korn |
Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere. |
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.
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. |
