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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.   |
Financial Planning
April 1, 2005
Suzanne McGee |
9 Scenarios for the Future: 2025 How will financial planners manage these situations? Scenario #7: Establishing a Trust... Scenario #8: Long-Term Care... Scenario #9: Family Battles... |
BusinessWeek
February 5, 2007
Ellen Hoffman |
Pay Off The House? Not So Fast It may be smarter to invest extra money instead of eliminating your mortgage. |
Financial Planning
April 1, 2005
Suzanne McGee |
9 Scenarios for the Future: 2010 How will financial planners manage these situations? Scenario #1: Second Home... Scenario #2: Retiring Early... Scenario #3: $50 Million Nest Egg... etc. |
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. |
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. |
The Motley Fool
February 1, 2005
Dayana Yochim |
The 60-Second Retirement Plan Got a minute? Then here's a retirement plan for you. |
Financial Planning
October 2, 2007
Martin M. Shenkman |
Estate Planning: College Savings 201 For your high-net-worth clients, there are better college savings vehicles than the usual suspects. Here are some options. |
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. |
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. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
The Motley Fool
August 27, 2008
Chuck Saletta |
How to Retire Without Saving Millions What can you do to secure your retirement -- without having to save millions of dollars? Read on to see. |
The Motley Fool
March 23, 2007
Rich Duprey |
The No-Sweat $1 Million Portfolio Simple steps that don't require choosing individual stocks can make you a millionaire. |
Registered Rep.
December 1, 2005
Todd K. Ballenger |
Go With the (Reverse) Flow Help your clients by reversing outdated thinking about reverse mortgages. Learn to accommodate more of their "I needs" and their "I wants." Regard a reverse the way you would a forward mortgage: It is simply a device for improving cash flow. |
The Motley Fool
October 9, 2007
Dayana Yochim |
Prevent a Retirement Nightmare If you want your retirement to play out better than the ending of the last Halloween flick, it's time to get serious about saving more. Here are three ways to instantly improve your future prospects. |
The Motley Fool
March 26, 2007
Rich Duprey |
3 Steps to Supercharge Your Retirement Savings Remember those New Year's savings resolutions you made? It's time to follow through. |
The Motley Fool
July 2, 2004
Roy Lewis |
Summer Tax Break It's not exactly hot fun in the summertime, but looking at your 2004 taxes now will save you money later. |
Financial Advisor
November 2004
Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. |
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 Planning
September 1, 2005
Donald Jay Korn |
Time Is On Their Side Helping your younger financial advisory clients enjoy their youth and still stock up for an uncertain future can require diligent, hands-on planning. |
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
May 11, 2004
Dayana Yochim |
Paying for the Second Half of Life Life after work could last a lot longer than you think. In fact, you may be a "retiree" nearly as long as you're a worker bee. The author asks: Are you ready for the second half of your life? |
The Motley Fool
March 20, 2007
Dan Caplinger |
Get a $1,400 Tax Cut Don't put off your taxes any longer. Get the tax savings you deserve by opening an IRA today. Taking the first step toward retirement security can make you richer right now. |
AskMen.com
December 10, 2000
Luis Rodrigues |
Retire Rich... Really Rich If you want to retire rich or plan on retiring a little earlier than the average Joe, it's time to evaluate your situation. Unless you were lucky enough to be a blue blood or you won the state lottery, chances are that you'll have to do some careful financial planning to meet your goals... |
The Motley Fool
February 7, 2007
Dan Caplinger |
Give Your Savings a Raise If your income rises, pass it on to your savings. |
The Motley Fool
March 14, 2006
Shruti Basavaraj |
Front-Run Your Retirement Front-running in the stocks world is illegal. You can't trade in or out of a stock based on insider knowledge. But get this: Doing the same thing for your retirement is perfectly legal. |
The Motley Fool
November 9, 2006
Mary Dalrymple |
Young and Foolish Don't skip retirement savings when you're just starting your career. |
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. |
Registered Rep.
February 20, 2013
Kevin McKinley |
Clocking Out: Tax Planning for Clients Near Retirement You have a narrow window to make tax-cutting moves for those on the cusp of retirement. |
The Motley Fool
February 26, 2004
Robert Brokamp |
Turn Taxes Into Retirement You probably overpay in taxes, and undersave for retirement. It's time to turn it around by adjusting your withholdings and using the extra money to enrole in your company's retirement plan. |
The Motley Fool
March 29, 2006
Robert Brokamp |
Turn Taxes Into Retirement You probably overpay in taxes and undersave for retirement. It's time to turn that around. |
The Motley Fool
June 17, 2005
Roy Lewis |
Start Planning for Next Year's Taxes Many think that taxes are simply a chore, something to attend to once a year. Anyone with that attitude is likely leaving money on the table. Here are some tips to consider. |
The Motley Fool
December 8, 2006
Chuck Saletta |
Retire Young Enough to Enjoy It With pension plans falling by the wayside and getting replaced with 401(k)s and IRAs, your retirement is more in your hands than ever before. Focus on what really matters to get back more of your time. |
Registered Rep.
October 1, 2005
Stan Luxenberg |
Taking the Sting Out of Taxes For high-net-worth investors, tax-sheltered accounts offer special opportunities. Because they need not worry about exhausting savings, wealthy clients can use shelters creatively to derive maximum tax and investing benefits. |
The Motley Fool
November 4, 2010
Selena Maranjian |
Good and Bad News for Your 401(k) Maxing out this retirement account can produce powerful results. |
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. |
Registered Rep.
January 28, 2015
Kevin McKinley |
Early Retirees Should Make the Most of Their Mortgages Ignoring this portion of a client's financial picture could mean less flexibility, and more money going toward taxes -- especially for those who would rather retire sooner than later. |
Trusts & Estates
David A. Handler |
Tax-Free Gifts Of Prepaid Tuition With college tuition approaching $30,000 a year at some institutions, and private school tuition at all levels on the rise, tax-free tuition gifts to children and grandchildren can save hundreds of thousands in gift and generation-skipping taxes. |
The Motley Fool
January 4, 2007
Dan Caplinger |
Why Wait? Get an early start on your financial planning. |
Financial Advisor
October 2005
Jeffrey Rattiner |
Mining The 1040 Here is a sampling of the types of information that can be found when analyzing a 1040 from a financial planning perspective. |
PC World
March 2001
Steve Nelson |
Fiscal Fitness Best-selling personal finance author Steve Nelson shows how to turn your PC into a sleek money-management machine... |
The Motley Fool
April 14, 2007
Elizabeth Brokamp |
Alternative Uses for IRAs They're not just for retirement anymore. In some cases, you can get your hands on your IRA money before age 59 1/2 and not pay a penalty. Pay for college... Pay for a house... etc. |
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 |
The Motley Fool
January 28, 2004
Robert Brokamp |
Save More Now, Play Much More Later If you socked away an additional $100 a month, how much would your retirement improve? |
Financial Planning
September 1, 2005
Roccy DeFrancesco |
The 1% Solution Here's a new way to monetize real estate while still paying interest on a mortgage. |
The Motley Fool
January 20, 2005
Robert Brokamp |
Get an Instant 80% Return! Can't save enough for retirement? Maybe an immediate jolt to your net worth will help. |
Registered Rep.
November 1, 2002
Pamela J. Black |
How to Be a Retirement Planning Hero Fixing a client's retirement plan (to the extent possible) may be the best opportunity brokers have today to create new business. |
The Motley Fool
October 5, 2005
Tom Taulli |
Small Business, Big Nest Egg Small-business owners have many retirement-plan options, for themselves and their employees. But retirement plans are far from simple. Which one is right? |
The Motley Fool
December 18, 2006
Mary Dalrymple |
Nice: Roth 401(k)s What's better than a big pile of presents under the tree? How about a retirement account piled high with tax-free cash? |
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. |
