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The Motley Fool June 24, 2010 Dayana Yochim |
3 Things Your Advisor's Too Scared to Tell You Man up, America: These are harsh words you need to hear about retirement savings, estate planning, and personal financial planning. |
The Motley Fool June 24, 2010 Dayana Yochim |
3 More Things Your Advisor's Too Scared to Tell You "You're alone," "you aren't getting younger," and other things you need to hear. |
The Motley Fool December 6, 2010 Dayana Yochim |
3 Things Your Financial Pro Will Never Tell You How to tell if the "help" you're getting is doing more harm than good. |
Registered Rep. May 1, 2006 Jennifer Popovec |
All Under One Roof Financial advisors are learning to focus on real estate, because clients whose advisors hold licenses will have less of a reason to stray. In fact, advisors may have an advantage over real estate agents. |
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. |
AskMen.com Michael Estrin |
9 Mortgage Don'ts But no matter how much you owe, unless you're a lottery winner, you've probably used a mortgage to buy your home. Here are some tips on what not to do when making one of the biggest purchases of your life. |
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. |
The Motley Fool December 29, 2003 |
When to Hire a Pro What to do when life hands you a complicated money decision. |
The Motley Fool April 20, 2010 Dayana Yochim |
Stop Investing Like You're Still in College Over time our minds, metabolism and money issues change. Plan accordingly. |
The Motley Fool May 10, 2004 Dayana Yochim |
When to Hire a Pro What to do when life hands you a complicated money decision. |
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. |
Financial Planning September 1, 2010 Donna Mitchell |
Mass Market The Garrett Planning Network has brought a lot of attention to the middle class as an underserved market for financial planning services. |
The Motley Fool September 8, 2006 Dayana Yochim |
The Hidden Fortune Inside Your Paycheck When it comes to your finances, those seemingly undetectable cracks in your checking account, portfolio, bills, and rainy-day fund can seriously sideline your dreams. |
Financial Planning October 1, 2013 Scott Wenger |
Sheryl Garrett's 'Lifestyle' Planning Network Sheryl Garrett considers the future for her low-cost firm. Can she maintain a feeling of community while ensuring its long-term survival? |
The Motley Fool April 20, 2010 Dayana Yochim |
The First Step to Financial Happiness It's best to line up your trusted advisors before emergency strikes. |
Registered Rep. March 1, 2005 Mark Feffer |
The Family Lock Box Retirement planning is all about identifying the client's desired retirement lifestyle, then translating that into savings and investment goals. But increasingly, family crises, and the emotions that go with them, are disrupting these well-laid plans. |
AskMen.com Michael Estrin |
How to Determine What You Can Afford Financial tips on determining what big-ticket items you can afford to buy. |
Financial Planning January 1, 2009 Deborah Fox |
Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets. |
AskMen.com Ryan Ortega |
Good Debt vs. Bad Debt Figuring out which debt to carry -- good vs. bad -- can help you maneuver your personal finances into positive territory. |
The Motley Fool August 25, 2005 Dayana Yochim |
The Down-Payment Dilemma If you can afford to put more than 20% down on a home, should you? |
The Motley Fool July 12, 2004 Dayana Yochim |
Get in the Mood to Talk Money Money issues continue to be the No. 1 cause of divorce in the United States. The good news is that if you can find ways to deal with it, your relationship has that much more of a chance of succeeding. |
The Motley Fool August 12, 2004 |
Understanding Mortgage Brokers For many people, the best way to get a mortgage is through a broker. |
Financial Advisor March 2005 Marla Brill |
Investing IRAs In Real Estate It may be a controversial investment option, but more clients are doing it with advisors' help. |
The Motley Fool April 25, 2007 Dan Caplinger |
Are You Upside-Down? Falling property values have people owing more than their house is worth. If you're in this situation, don't panic. However, don't expect to find easy answers. |
The Motley Fool October 1, 2007 Rich Duprey |
A Savings Plan Gone Simple Being realistic about savings can get you further along the road to sound financial freedom. |
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 March 21, 2007 Mary Dalrymple |
Get Inspired to Save Harness life's big events to boost your savings. |
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. |
The Motley Fool April 26, 2006 |
Mortgage Brokers Demystified Mortgage brokers make a lot of sense (and money) for some people. |
The Motley Fool January 15, 2004 |
Need a CFP? Tips on getting money advice and a solid financial plan without pain. |
Investment Advisor November 2005 David J. Huber |
The IA Soapbox: Is Real Estate Going Ka-Boom? As with any bubble, there will be plenty of opportunity for those that are patient and prudent. Real estate investors, look before you leap. Investing is different than speculating. Advisors need to remind their clients to adhere to the lessons learned from the tech bubble. |
The Motley Fool March 31, 2005 Selena Maranjian |
Opinions Differ on Retirement Plans Here are some general guidelines to get you started on retirement planning. |
The Motley Fool December 27, 2006 Mary Dalrymple |
To Prepay or Not to Prepay If you've ever wondered whether it's a better financial strategy to prepay your mortgage or to save more for retirement, a recent study provides a few insights. |
The Motley Fool August 16, 2006 Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
The Motley Fool May 5, 2007 Elizabeth Brokamp |
5 Great Gifts for Grads and Newlyweds Ditch the salad spinners and place settings. Give presents with a future. 1. A plan for life... 2. A leg-up on retirement... etc. |
Financial Advisor July 2006 Raymond Fazzi |
A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues. |
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 July 31, 2008 Elizabeth Brokamp |
5 Great Gifts That Keep on Giving If you want your money to have a lasting impact, there are a whole host of options you may not have considered. Here are a few ideas for presents that will continue to reward their recipients long into the future. |
AskMen.com Michael Corbett |
Home-Buying Tips When qualifying for a mortgage, as a single guy, you only have your own income to bring to the table -- no spouse or significant other help out. |
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 November 30, 2007 Rich Duprey |
Freezing Mortgage Rates Is Not the Answer People who shouldn't have qualified for a mortgage got their keys to a piece of the American dream. But now the bill is coming due. |
Financial Planning February 1, 2007 Joel Bruckenstein |
Retirement Software: Do You Have What Boomers Need? Here is a radical proposal for serving the next generation of retirees more effectively -- and profitably. |
The Motley Fool October 20, 2011 |
Exactly Why Your Broker May Be Dangerous Be careful out there, because the broker you choose may have an agenda. |
The Motley Fool December 8, 2006 Mary Dalrymple |
Mortgage Power for Everyone Arm yourself with information before shopping for a home loan. |
Financial Planning September 1, 2006 Joan Warner |
Life Planning Goes Mainstream Will baby boomers respond best to asset allocation models that are served up with a dash of soul-searching? Some of the biggest firms are betting on it. |
Financial Advisor January 2005 Tracey Longo |
Walking Clients Through The Mortgage Maze New options add value to financial advisor relationships while saving clients fees. |
The Motley Fool March 22, 2010 Robert Brokamp |
Want My Advice? You Can't Afford Me! Look for fee-only advisors as a better alternative to the big brokerage firms. The dirty, little not-so-secret of the mainstream financial-services industry is that middle-class America need not apply. |
On Wall Street September 1, 2008 Parisi & Leung |
Are You Prepared for the Retirement Boom? Meeting the retirement and estate planning needs of the baby boomer generation represents today's greatest growth opportunity for financial advisors. But are advisors ready for it? |
Financial Planning April 1, 2005 Donald Jay Korn |
2015: What Will It Take To Survive? Four one-on-one interviews answer the most pressing question regarding a successful future in the financial planning business. |
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... |