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The Motley Fool
May 16, 2006
Selena Maranjian |
10 Documents You Shouldn't Live Without Think a will is all you need? Think again: Living will and health-care proxy... Will... Durable power of attorney... Estate plan... etc.   |
The Motley Fool
April 8, 2005
Selena Maranjian |
10 Documents You Shouldn't Live Without Don't get caught without these documents (living will, durable power of attorney, etc.). |
The Motley Fool
November 2, 2004
Dayana Yochim |
Plan a Painless Demise Do your loved ones a favor. Don't burden them when you expire. |
The Motley Fool
January 26, 2004 |
Mortality Planning Despite Botox and plastic surgery, you won't live forever. Might as well plan now. |
The Motley Fool
August 3, 2007
Rich Duprey |
7 Scary Documents You Must Have What happens to you, your assets, and your health care in case you can't make the decision? These are the seven most important documents you need to have to protect yourself and your family. |
AskMen.com
Michael Estrin |
How Long To Keep Financial Records Your life may have tons of paper clutter that ranges from bills to bank statements, and everything in between. Here's some help on knowing what to keep, how long to keep it and when to dump it. |
The Motley Fool
October 7, 2004
Selena Maranjian |
A Dazed and Confused America Many of us are bewildered by common documents such as stock listings in newspapers. This is reasonable, as few of us are ever taught how to read such things. |
The Motley Fool
September 8, 2006
Tim Beyers |
Time to Get a Lawyer? When crafting a will, should you opt for cheap and easy and use a software program, or should you hire a lawyer to dictate your parting wishes? Here's a look at both sides. |
The Motley Fool
September 15, 2005
Dayana Yochim |
Unfair Finances for the Unwed Your love may be strong, but your financial rights are tenuous if it's not official. Still, unwed couples are making inroads in some areas. Consider these progressive policies. |
On Wall Street
November 1, 2012
Elizabeth Wine |
10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death. |
The Motley Fool
August 5, 2004
Dayana Yochim |
Money Worries for the Unmarried Your love may be strong, but your financial rights are tenuous if it's not official. |
The Motley Fool
March 23, 2005
Dayana Yochim |
A Silver Lining in the Schiavo Story The Florida woman's plight can help your family avoid adding trauma to tragedy. Verbal contracts are not binding if other parties are involved... and that's why you need a few important documents. |
The Motley Fool
February 27, 2007
Dan Caplinger |
Renters, Fight for Your Rights! Live in an apartment? It pays to face up to your landlord. |
The Motley Fool
March 8, 2004
Dayana Yochim |
Equality for Unmarrieds? The truth is in the checkbooks, tax returns, and insurance policies of the unwed. It's clear that those without an official marriage certificate are handicapped when it comes to equal financial rights. Tips on how to save yourself some financial headaches if you're not married. |
The Motley Fool
January 21, 2005
Dayana Yochim |
Dump Trash-Worthy Documents Is that pile of receipts, statements, and stubs a fire hazard? Clear a path to your filing cabinet today. |
Financial Advisor
May 2006
Karen DeMasters |
Life Decisions Among financial planners and estate consultants, conversations with clients about such issues of living wills, medical directives and medical powers of attorney, the consequences each of these might have for long-term care and estate planning, are becoming increasingly important. |
The Motley Fool
May 3, 2010
Dayana Yochim |
Make Your Heirs Rich, Not Your Lawyer A few key documents will ensure your standing as the favorite relative. |
The Motley Fool
April 7, 2004
Dayana Yochim |
Make a Bad Situation Better How to plan for the worst and save your loved ones from unnecessary pain. |
The Motley Fool
April 16, 2010
Dayana Yochim |
He Cheats, She Lies: How to Cope With Financial Infidelity Here's how to invest together happily ever after, even if one of you is a risk-taker and the other a worrywart. |
Financial Planning
January 1, 2005
Jennifer A. Liptow |
Bookshelf Your Personal System to Organize Your Important Documents and Guide Your Beneficiaries, by Mark H. Kaizerman helps to organize the important documents future beneficiaries may need. |
PC Magazine
May 4, 2004
Carol Ellison |
Legal Aid CD-based advice can cut your legal costs to a fraction of what you would pay if you walked into a law office cold. |
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. |
Financial Advisor
January 2012
Ben Mattlin |
Health-Care Contingencies These days, retirement planning isn't complete without a healthy dose of health-care planning. |
Registered Rep.
November 2, 2015
David H. Lenok |
A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder? |
PC World
November 2000
Edward N. Albro |
Where There's WillMaker 8, There's a Way With Nolo.com's WillMaker 8, the latest revision of the company's estate-planning software for Windows 9x and 2000, you can prepare a will or confer power of attorney on the person of your choice in the event that you become incapacitated... |
Financial Planning
June 1, 2006
Norman A. Dawidowicz |
The Rainbow Plan As the number of same-sex couples continues to rise, there is a growing urgency for advisers to help members of this group take control of their estate and financial planning needs. |
The Motley Fool
October 24, 2007
Mary Dalrymple |
3 Steps to Safety in Disaster If you haven't taken the necessary steps to financially prepare yourself for an emergency, you've eliminated any choice you have. |
AskMen.com
Michael Estrin |
How to Take Advantage of Home Equity Nearly 47% of household assets are tied up in the primary residence. Here are two ways to get at that cash and some tips on what you should use it for. |
Commercial Investment Real Estate
Nov/Dec 2012
Christopher H. Volk |
To Lease or not to Lease? That is the question corporate managers must answer. |
Financial Planning
February 1, 2011
John Knowlton |
The Power of a POA Convincing your clients to see a lawyer and do the paperwork to designate a power of attorney may not be a financial planner's first responsibility, but it is an important one. |
Financial Advisor
July 2009
Sherri Scordo |
Retirement's Health-Care Bite A recent study reports that a 65-year-old man who retires this year will need between $68,000 and $173,000 in savings to have a fifty-fifty chance of covering health insurance premiums and out-of-pocket costs in retirement. |
On Wall Street
April 1, 2012
Todd Colbeck |
Helping Your Client Create A Legacy To help a client plan to pass on his or her estate is one of the areas of financial planning that may be considered dull at best and morbid at worst. How can you turn estate planning into something pleasant or possibly even exciting? |
Fast Company
October 2006 |
Sneak Peek Intuit wants to kill the confusing medical bill with Quicken for Health Care. |
The Motley Fool
June 14, 2005
Dayana Yochim |
Stop Overpaying Your Doctor Medical record-keeping is an increasingly important part of family finances, particularly with more consumer-directed health plans putting the burden on patients to keep track of costs. |
Registered Rep.
March 28, 2012
Lena S. Rizkallah |
TRUSTS & ESTATES: April is National Financial Literacy Month Now more than ever, individuals should become familiar with the financial tools they need to create and follow a budget, manage debt and save for retirement. |
Registered Rep.
July 19, 2011
Diana Britton |
Wells Fargo's Wealth Management Earnings, Headcount Dip but Cross Selling Improves Wells Fargo's wealth, brokerage and retirement business posted slightly lower second-quarter earnings. |
BusinessWeek
July 2, 2009 |
The Essentials Here are the key legal documents you will need -- aside from a will, of course -- to assist parents in a medical or financial emergency and handle their estate at death |
The Motley Fool
October 15, 2004
Dayana Yochim |
Tackling the Dreaded Details Dotting and crossing the I's and T's may save you from financial heartache. |
The Motley Fool
July 28, 2004
Dayana Yochim |
Get in a Retirement Frame of Mind Don't panic about the future. Ease into it with these six general rules. |
The Motley Fool
January 2, 2007
Mary Dalrymple |
Purge Your Financial Files You've probably made a couple of New Year's financial resolutions. Start the new year by getting a handle on your paperwork. |
CIO
January 15, 2002
Simone Kaplan |
Management by Any Other Name? The line between the document management and content management markets is growing fuzzier by the day... |
Financial Planning
May 1, 2013
Scott Wenger |
Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities |
Financial Advisor
October 2007
Tracey Longo |
Preventive Medicine A special report on how more financial advisors are helping clients consider the impact of sky-rocketing health-care costs on retirement. |
Investment Advisor
February 1, 2011
Dan Skiles |
Building an Efficient Document Imaging Strategy The good news regarding document imaging and management is that most advisors are already storing some of their documents electronically. The challenge for advisors is making sure that they have the right system in place for their firm. |
The Motley Fool
April 4, 2011
Selena Maranjian |
This Expense Could Wipe You Out You probably already realize that a significant amount of your spending in retirement will go toward health care. But you may still be surprised when you see the actual average price tag. |
The Motley Fool
January 31, 2007
Selena Maranjian |
How to Trade Online Investors, if you're not already trading online, maybe it's time to start. |
Commercial Investment Real Estate
Sep/Oct 2012
Kevin Kerridge |
Use a Lifeline Smaller companies need to manage risk in an uncertain market. |
The Motley Fool
October 17, 2006
Mary Dalrymple |
Unwedded Bliss Most of the country's laws assume families will be headed by married couples. That means unmarried couples need to think more carefully about how to arrange their joint financial lives. |
The Motley Fool
October 31, 2006
Mary Dalrymple |
Health or Leisure? Rising health costs bite into retirement and other savings. If your company offers one, a health-care flexible spending account can help you cut costs. |
The Motley Fool
February 5, 2008
Dayana Yochim |
5 Steps to Taming Financial Clutter There's a simple system to organizing those piles of financial paperwork, and it doesn't involve a bonfire. Read on for five simple steps you can take. |
