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Financial Planning May 1, 2007 Elizabeth O'Brien	Do Your Clients Want to Retire Abroad? Living overseas offers a sense of adventure and, often, a reduced cost of living. Yet most people -- and their financial advisors -- don't realize how much planning is needed to make the move a success.
Financial Advisor September 2004 Karen DeMasters	Retiring Abroad Financial questions become more complicated when two sets of tax codes, inheritance laws or health care regulations come into question, but the resources available to financial advisors are growing as the number of expatriate clients increases.
Financial Planning September 1, 2006 Suzanne McGee	The New High Net Worth Client Thinks Globally Wealthy, sophisticated baby boomers are accumulating multinational holdings, ranging from Mexican real estate to Belgian pension benefits. The plans they need are anything but routine.
Financial Advisor December 2009 Jeff Schlegel	Kings Of The Road Providing cross-border financial planning for expats can be tricky.
Financial Advisor February 2004 Gail Liberman	Coming To America Advisors may face new challenges from more foreign-born clients.
Financial Planning February 1, 2013 Jim Grote	Practice Profile: Raoul Rodriguez Walters Raoul Rodriguez Walters planning practice specializes in the intricacies of financial migration.
Financial Planning November 1, 2007 Marci Baker	Planners Without Borders Span the globe with advisors who are setting up boutique practices in various countries.
Registered Rep. April 11, 2014 Mark Miller	Are You Considering Retirement Abroad? What You Need to Know Are you encountering clients thinking of retiring abroad? It's a growing trend: the number of retirees, spouses and widows receiving Social Security benefit payments outside the U.S. rose 26 percent between 2006 and 2012
Financial Planning October 1, 2010	7 Questions The U.S. recently ranked 15 on a list of the best countries in which to retire. Why and where should we all move?
Financial Planning November 1, 2012 Katie Kuehner-Hebert	Over There! Living Abroad Offers Options for Prospective Retirees Living abroad seems like an inexpensive option for some prospective retirees, but there are many issues to consider.
Registered Rep. August 22, 2014 Mark Miller	Retiring Overseas Suzan Haskins and her husband Dan Prescher became experts on living abroad by doing it themselves. they wrote a book called The International Living Guide to Retiring Overseas on a Budget.
Financial Planning August 1, 2011 Ingrid Case	Foreign Affairs Financial planners need to ask clients whether they hold money outside the U.S. and advise them on the proper tax steps. Many clients clearly don't know the law.
Investment Advisor July 2008 Geoff Kirbyson	Canadian Invasion Canadians are making a run for the border like never before, a migration that's triggering a rash of financial planning issues for investors with dual citizenship.
The Motley Fool June 1, 2005	When Do You Need a Financial Advisor? Just about anyone who goes through some life changes needs to reevaluate his or her personal financial situation.
Registered Rep. October 1, 2006 Kristen French	It's Triage Time There are millions of baby boomers zooming toward retirement who have vastly underestimated their future financial needs. In other words, for financial advisors and their clients, it's triage time.
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 Planning May 1, 2005 Julian Block	The Retirement Tax Here's how to calculate the tab for those who receive Social Security benefits-and for those who pay them.
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.
Commercial Investment Real Estate Sep/Oct 2005 Scott Farb	Exporting Capital As economies throughout the world continue to expand, the flood of real estate investment capital headed overseas has swelled to record levels. This unprecedented growth is expected to continue throughout the year and well into 2006.
Commercial Investment Real Estate Mar/Apr 2012 Oscar J. Franck Terrazas	Mexico or Brazil? Investors may be surprised at the comparison of these two countries.
CFO November 1, 2007 Clint Willis	Can This Retirement Be Saved? When spouses disagree about when, where, and how to retire, each may wonder just what they were working for all those years.
Registered Rep. June 1, 2005 Kevin McKinley	Social Stupidity Here are some common mistakes retirees make with their monthly checks, along with methods financial advisors can use to protect them.
Financial Advisor January 2012 Gail Liberman	State Of Affairs Most clients are unaware that state death taxes can take a substantial cut of an inheritance.
Commercial Investment Real Estate Nov/Dec 2002 John M. Stone	Crossing Borders Foreign investors search for deals in North American commercial real estate markets.
The Motley Fool July 13, 2010 Selena Maranjian	Will Taxes Soon Skyrocket? The situation may not be as dire as it seems.
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.
Registered Rep. April 1, 2005 Kristen French	The State of Estate Planning Tax planning for estates took a hit in 2001 when the White House decided to repeal the estate tax in 2010. As the debate drags on over whether to make that repeal permanent, advisors and investors are deciding it's better to do something rather than nothing.
Investment Advisor April 2006 Melanie Waddell	Four Planners Who Get It: Chuck Robertson Due to higher taxes and greater longevity, today's retirees, particularly baby boomers, face a more challenging retirement than previous generations. Here's what financial advisors can do to help.
Registered Rep. July 21, 2006 Kristen French	Advisors Not Filling High-Net-Worth Retirement Needs, Survey Says Although few high-net-worth investors are prepared for the kind of retirement they expect, advisors continue to focus on wealth accumulation at the expense of long-term financial planning.
Financial Advisor November 2004 Saul M. Simon	Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.
BusinessWeek July 18, 2005 Ellen Hoffman	A Home Far Away From Home How to avoid unpleasant surprises when you buy overseas real estate.
The Motley Fool March 3, 2006 VB Rosendahl	Vacation Homes: Profit Castles? When you consider purchasing additional real estate, think beyond the primary-residential market to the possibilities that vacation homes offer. Smart buyers are heading for hot resort areas and are seeing excellent growth for their investment.
Financial Planning June 1, 2010 Gregory Salsbury	A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions.
BusinessWeek July 2, 2009 Michelle Conlin	Retirement: Why Panama Is the New Florida Panama's quality health care, low costs, and proximity to the states are attracting American professionals as a retirement haven.
Financial Advisor August 2007 Tracey Longo	What's Your Retirement Brand? Unless you're branding yourself a retirement income planning specialist and it's clear in clients' minds you're going to do retirement income planning for them, your client relationships honestly may be in peril.
Registered Rep. October 1, 2005 Kevin McKinley	Spend The Money and Have It, Too Here are ways to save your retiring middle-net-worth clients thousands more in after-tax income right now, plus save their families many times that amount in estate taxes.
Investment Advisor May 2006 James J. Green	Tax Advisor: Quite a Gift Lenox Advisors partner Tom Henske gives clients a precious commodity: time. In this interview, Henske discusses taxes, high-net-worth clients and his firm's approach to tax planning.
The Motley Fool December 20, 2004 Brian Gorman	Cemex's Buildup Last week, the cement and concrete giant reported that cement volumes in its main market, Mexico, are projected to grow 3% in the fourth quarter versus the same period last year, thanks to an increase in public works and housing developments.
Registered Rep. November 1, 2005 Lynn O'Shaughnessy	Ignoring the Bear And Other Mistakes Retirees Make Advisors can greatly increase their clients' odds of success by steering them away from some of the most common -- and damaging -- retirement mistakes. Here are some of the biggies to avoid: Counting on steady returns... Forgetting about taxes... etc.
The Motley Fool October 13, 2010 Selena Maranjian	7 Expenses That Disappear in Retirement Your golden years may not cost as much as you fear.
Commercial Investment Real Estate May/Jun 2005 Jennifer Norbut	Business Beyond Borders Three CCIMs provide unique perspectives on working in global real estate markets.
Registered Rep. February 1, 2006 Janet Arrowood	The Four Win Strategy A growing number of Americans are saving more money than they're likely to spend in their lifetimes. For advisors, it's a good time to talk to such clients about endowing a college scholarship, getting their name on a hospital wing, or leaving any other kind of legacy behind.
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.
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.
BusinessWeek March 13, 2006 Geri Smith	Piggybanks Full Of Pesos Mexico's middle class is exploding, and that's good for U.S. business.
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.
BusinessWeek December 22, 2003 Geri Smith	Fox: "Mexico Is a True Business Partner" Mexico's President says the key is to see NAFTA as "an association seeking prosperity among the three countries."
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.
The Motley Fool May 12, 2005 Glen Kenney	Teaching Yourself to Retire Here are lessons on planning for retirement, like contacting your human resources department and local Social Security Administration office and perhaps even a certified financial planner.
The Motley Fool July 29, 2011 Dan Caplinger	Should You Stop Worrying About Retirement? More than ever before, people are worried about whether they'll be able to retire with financial security. New research suggests that people are better off than many thought.