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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 29, 2003
When to Hire a Pro What to do when life hands you a complicated money decision. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
May 10, 2004
Dayana Yochim
When to Hire a Pro What to do when life hands you a complicated money decision. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
AskMen.com
Michael Estrin
How to Determine What You Can Afford Financial tips on determining what big-ticket items you can afford to buy. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 12, 2004
Understanding Mortgage Brokers For many people, the best way to get a mortgage is through a broker. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
March 21, 2007
Mary Dalrymple
Get Inspired to Save Harness life's big events to boost your savings. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
April 26, 2006
Mortgage Brokers Demystified Mortgage brokers make a lot of sense (and money) for some people. mark for My Articles similar articles
The Motley Fool
January 15, 2004
Need a CFP? Tips on getting money advice and a solid financial plan without pain. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
August 16, 2006
Dan Caplinger
Prioritizing Your Savings Should you save for retirement or for education for your kids? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
January 24, 2007
Mary Dalrymple
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
The Motley Fool
December 8, 2006
Mary Dalrymple
Mortgage Power for Everyone Arm yourself with information before shopping for a home loan. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
January 2005
Tracey Longo
Walking Clients Through The Mortgage Maze New options add value to financial advisor relationships while saving clients fees. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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... mark for My Articles similar articles