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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   |
Entrepreneur
April 2010
Rosalind Resnick |
Paying for the Old College Try Advice for small-business owners on how to finance your kids' college educations. |
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. |
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. |
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
August 6, 2004
Robert Brokamp |
Do You Want to Work Forever? How will you retire if you're not saving enough? |
The Family Room
Gary Foreman |
Nothing Left for Extras Both my husband and I work full time. We have no children. Between the mortgage on our condo, one auto loan and credit cards we find a lot of times we don't have extras. We are managing but I want to start saving and investing. Any suggestions? |
Financial Advisor
July 2010
Dalton & Dalton |
The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid. |
Registered Rep.
May 11, 2015
Greg Taggart |
Ways to Minimize the Risk of Student Loans Unwary students and their parents continue to pile the debt on in pursuit of what can be a valuable college degree. All too often, the result is a Phi Beta Kappa key to the poor house. |
The Motley Fool
January 24, 2007
Mary Dalrymple |
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. |
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
April 27, 2011
Dayana Yochim |
4 Things Missing From Your Financial Aid Offer There's a lot of money hiding between the lines of those college aid letters. |
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. |
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. |
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
September 30, 2004
Robert Brokamp |
How Much Will You Need to Retire? You've heard you only need 70% of what you make now. Is it true? |
The Motley Fool
August 28, 2007
Dan Caplinger |
Invest In Your Kids In the end, the economic payoff from having a college degree is too big to pass up -- even if your kids are too busy partying to realize it. Of course, for most people, college education isn't free. |
The Motley Fool
June 23, 2011
June Lantz Walbert |
School's Not Out Forever: Make Your College Game Plan Early A few tips on how to make your college game plan ... before you actually get to college. |
Financial Planning
December 1, 2005
Deborah Fox |
Back to School Affluent parents with older children are running out of time to save for college. Financial advisers need to craft creative strategies to help these clients reduce education expenses. |
The Motley Fool
May 5, 2005
Robert Brokamp |
Save for College or Retirement? If you feel conflicted about putting yourself ahead of your offspring, consider setting aside money in an IRA. You can use the money for qualified higher-education expenses as long as you follow the rules. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
Financial Advisor
September 2005
Marla Brill |
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. |
Registered Rep.
June 18, 2015
Lynn O'Shaughnessy |
How to Handle Overblown College Fears It's only natural that your clients dread the approach of this milestone, but as they prepare for it, you can help minimize their stress level. |
Registered Rep.
July 1, 2006
Kevin McKinley |
Getting Real With Numbers Here's some loose talk that is influencing three big calculations in some very unproductive ways, along with some reality-based alternative methods to planning for your clients' financial future: College... Retirement... Life Insurance... |
Financial Advisor
January 2012
Jerilyn Klein Bier |
College Crunch Advisors should start asking clients where their kids may want to attend college when the kids are high school freshmen or even in middle school, says Mazareas. There's a lot to talk about. |
Financial Planning
April 1, 2005
Suzanne McGee |
9 Scenarios for the Future: 2015 How will financial planners manage these situations? Scenario #4: The Aftermath of Divorce... Scenario #5: Tuition Savings... Scenario #6: The Wealthy Widow... |
Financial Planning
September 1, 2010
Paul Menchaca |
Who's Wealthy Now? During today's sluggish recovery from a deep economic recession, the simple fact is that fewer americans, even the rich ones, are immune to financial stress. |
The Motley Fool
February 11, 2010
Selena Maranjian |
Destroy Your Debt Before You Retire Looming loan payments don't make for a happy retirement. |
The Motley Fool
September 5, 2007
Todd Wenning |
Student Loans or Stocks? Recent college grads face an important financial decision: Should I pay down my student loans or invest in stocks? |
The Motley Fool
July 30, 2010
Dayana Yochim |
5 Fixes for Female Money Problems Financial stability and a secure retirement are within reach, but we've still got a long way to go, ladies. |
Registered Rep.
April 27, 2015
Lynn O'Shaughnessy |
College Savings Don't Hurt Chances For Financial Aid Clients will be in a far better position and enjoy more college options if they've saved for their child's college education. Here's why. |
AskMen.com
April 13, 2003
Dan Carter |
8 Steps To Take Before Investing Although placing money in the stock market, real estate or other venues is a must for many, there is a checklist you must walk through beforehand. Like many other important decisions in life, it is highly recommended that you exhaust all resources prior to delving into this risky business. |
AskMen.com
July 8, 2001
Luis Rodrigues |
9 Finance Tips To Make You Successful The job you have does not guarantee a stable financial life - although being an engineer or lawyer probably helps. But what really makes a difference, is how well an individual plans his personal finances. |
AskMen.com
Michael Estrin |
How to Determine What You Can Afford Financial tips on determining what big-ticket items you can afford to buy. |
The Motley Fool
August 25, 2005
Hope Nelson-Pope |
Go to College for Free! You don't have to be a trust-fund baby to get a good education. You can continue with your studies and invest in your future. |
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. |
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.
June 1, 2012
Mark Miller |
Five Ways to Change Your Clients' Retirement Math These basic moves can make a big difference. |
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. |
AskMen.com
November 26, 2000
Luis Rodrigues |
Should You Buy Or Rent The Bachelor Pad? It wasn't too long ago that I was looking for a place of my own. I was very serious about it and thoroughly enjoyed going from place to place, in my quest for the perfect condo. The very first question that came to mind was, "Should I buy or rent?" |
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. |
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... |
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. |
Investment Advisor
January 2010
Tere D'Amato |
Expert's Corner: Acing Financial Aid Planning With portfolios still poorer, how can you advise clients with college aid needs? |
Financial Planning
August 1, 2011
David Juliano |
Financial Aid Pie: Getting a Big Slice Although billions of dollars in financial aid and scholarships are available, applying and qualifying remains a daunting task. Financial advisors can assist clients through it. |
Registered Rep.
October 23, 2007
John Churchill |
College Costs: Up, Up and Away Recently released survey of college costs found that tuition and fees at 4-year public universities rose 6.6 percent per year in 2007. |
The Motley Fool
May 12, 2010
Dan Caplinger |
3 Money-Smart Moves for Smart Grads There are certain things new college grads can start doing to make sure they get off on the right foot -- and build a solid foundation for the rest of their financial life. |
CFO
June 1, 2006
Scott Leibs |
This Time It's Personal While C-level executives tend to be high-net-worth individuals, and would thus seem to face rosy retirements, they aren't immune to a common misperception: that their nest eggs are larger than in fact they are. |
The Motley Fool
January 28, 2004
Robert Brokamp |
Who Has All Your Money? You made thousands of dollars in 2003. Where did it all go? Did your money end up in a place that made your life better? |
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. |
