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Registered Rep.
June 17, 2013
Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference.   |
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. |
The Motley Fool
August 16, 2006
Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
Registered Rep.
February 24, 2011
Kevin McKinley |
Managing Mom's Assets Many of your retiring boomer clients are dismayed to finally reach financial independence, only to find themselves spending valuable time and money supporting and caring for one (or two, or more) of their elderly parents. |
The Motley Fool
July 20, 2009
Dan Caplinger |
Why a Roth Could Be All Wrong for You Even with all their features, Roth IRAs might not be your best choice. |
The Motley Fool
February 26, 2007
Mary Dalrymple |
Troubled Youth Younger adults report heavy financial concerns. But they've got lots of time to achieve their goals. Here's how. |
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
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. |
AskMen.com
Terence Channon |
Must-Have Long-Term Savings It may seem like some of these financial ventures are much too far in the future to worry about right now, but if you want to reach your financial goals, these must-have long-term savings are the only way to get there. |
Financial Planning
September 1, 2013
Donald Jay Korn |
Are Unmatched 401(k) Contributions a Good Idea? Without an employer contribution, some clients may do better skipping the 401(k) plan and putting the money elsewhere. |
Financial Advisor
September 2009
John Carl |
Your Clients' Retirement DNA Understanding a client's many savings plans, as well as her career path and investment choices, means you're ready to analyze how she's uniquely positioned for retirement. |
Registered Rep.
January 18, 2013
Kevin McKinley |
Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills. |
The Motley Fool
March 23, 2007
Rich Duprey |
The No-Sweat $1 Million Portfolio Simple steps that don't require choosing individual stocks can make you a millionaire. |
The Motley Fool
October 11, 2007
Dan Caplinger |
The One Place to Start Investing Today The perfect thing for a young novice investor to do with between $1,000 and $4,000 is to open up a Roth IRA account. |
Registered Rep.
March 1, 2007
Kevin McKinley |
A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off. |
Commercial Investment Real Estate
Jan/Feb 2004
Feuerstein & Marsden |
Plan Now, Save Later Follow these tax planning tips to reduce this year's business taxes. |
AskMen.com
Nick Kennedy |
Hyman Roth On Roth IRAs With new rule changes coming in 2010, we examine if a Roth IRA still makes sense -- with quotes from the Godfather's Hyman Roth for guidance. |
The Motley Fool
December 18, 2006
Buz Livingston |
Nice: Pension Protection Act of 2006 If make you elective deferrals to a defined contribution plan, fund a Roth IRA, make deductible contributions to a traditional IRA, or put money aside for a aspiring scholar in a 529 plan, then thePension Protection Act of 2006 should make you happy. |
The Motley Fool
May 4, 2006
Robert Brokamp |
The ABCs of the Roth 401(k) There's a lot to like about the Roth 401(k) -- but it's not the same beast as the Roth IRA. So, what's worth more -- a tax break now or a tax break later? |
The Motley Fool
April 19, 2005
Dayana Yochim |
Retirement Account Overload Roth or regular IRA? 401(k) or annuity? Where's the best place to park your investments? |
The Motley Fool
November 11, 2010
Hank Coleman |
Thrift Savings Plan -- A Great Option for Federal Government Employees, Not Military Members Consider other alternatives such as a Roth IRA. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
Financial Planning
September 1, 2005
Donald Jay Korn |
Time Is On Their Side Helping your younger financial advisory clients enjoy their youth and still stock up for an uncertain future can require diligent, hands-on planning. |
The Motley Fool
March 17, 2004
Robert Brokamp |
Roth IRA as Emergency Fund Should you use a Roth IRA for non-retirement expenses? Money in an IRA should be used just for retirement. Or should it? Money earmarked for other purposes -- but which may never be used as it was intended -- might be best deposited in a Roth IRA. |
Entrepreneur
October 2004
Kim T. Gordon |
Get Smarty New college grads spend more than $40 billion a year getting equipped for adult life -- on cars, financial services, clothing, household items and more. Here's a few tips on how to market to them. |
The Motley Fool
August 4, 2006
Roy Lewis |
The Roth Way to Riches It's a retirement account! It's an emergency fund! It's the amazing Roth IRA! |
The Motley Fool
March 26, 2007
Rich Duprey |
3 Steps to Supercharge Your Retirement Savings Remember those New Year's savings resolutions you made? It's time to follow through. |
The Motley Fool
November 8, 2006
Hope Nelson-Pope |
The Problem Your Grandparents Never Faced Start socking away money in well-diversified investments and savings accounts. Whether you're 10 years or 30 years out from retirement, you've got time to fulfill your dreams for the future. |
The Motley Fool
March 10, 2005
Robert Brokamp |
Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement. |
The Motley Fool
January 11, 2011
June Walbert |
Ask June: Saving and Investing While in a Combat Zone Your military questions about personal financial issues are answered. |
Registered Rep.
December 24, 2014
Kevin McKinley |
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. |
The Motley Fool
September 9, 2004 |
IRA Accounts 101 Are you making the most of this important retirement savings vehicle? |
The Motley Fool
June 22, 2009
Dan Caplinger |
The Best Stocks for Your First IRA Setting up your first IRA is the best move you can make to start on the path to a secure and comfortable retirement. |
The Motley Fool
September 27, 2010
Selena Maranjian |
Build a Better Retirement Plan Learn how to make the most of retirement plans available to you. |
The Motley Fool
November 11, 2010
Hank Coleman |
Investing Options for Military Members -- Why You Can't Afford NOT to Invest Just do it! |
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, 2009
Dayana Yochim |
The Best Parking Spots for Long-Term Savings Please start making plans for the way-off future ASAP. The sooner you get your retirement savings squared away, the better off you'll be. |
The Motley Fool
October 14, 2004
Robert Brokamp |
Roth IRA as Emergency Fund? Money in an IRA should be used just for retirement. Or should it? |
The Motley Fool
January 28, 2005
Roy Lewis |
What Can a Roth IRA Do for You? This tax-favored savings account offers several advantages over traditional IRAs. |
The Motley Fool
March 31, 2009
Dan Caplinger |
The Best Way to Save for Nearly Anything Even though a Roth IRA was designed as a way to help you save for retirement, you don't have to use it that way. In fact, when it comes to Roth IRAs, you have a lot of choices -- even ones that aren't available with traditional IRAs. |
The Motley Fool
January 27, 2010
Dan Caplinger |
Are You Too Old for a Roth IRA? Those with short time horizons miss out on many benefits, but not all. |
The Motley Fool
December 1, 2006
Mary Dalrymple |
Free Money! You could be missing out on some cash that's yours for the taking. |
The Motley Fool
April 13, 2011
Dan Caplinger |
Get the Most From Your IRA You know you need one. Here's what to do with it. |
The Motley Fool
March 5, 2010
Dan Caplinger |
This Could Save You From Financial Disaster It's not just about retirement. Tax-favored retirement accounts like IRAs and 401(k) plans come with a host of benefits. |
Financial Planning
June 1, 2007
Jennifer M. DeLong |
The New College Try A college degree is invaluable, but it is worth more if it doesn't come with a debt load that burdens students and parents for years. College savings must take its rightful place as part of an integrated financial planning approach. |
The Motley Fool
May 2, 2007
Dan Caplinger |
Dueling Fools: Saving for College Save for college! Your kids need your help. |
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
April 6, 2010
Dayana Yochim |
The Problem With Saving 10% of Your Paycheck Follow this rule of thumb ... if you never want to afford retirement. |
The Motley Fool
November 3, 2004
Dayana Yochim |
Ignore Your IRA Don't dip into your retirement money, even when you're allowed to. |
The Motley Fool
March 30, 2010
Robert Brokamp |
Turn $10,000 Into $15,440 Instantly Don't miss out on the easy money in retirement vehicles. |
