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August 05, 2010
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Don't Short Shorts |
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Written by Administrator
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Here's how men can give shorts a polished look so that they work for business or dinner attire during the summer.
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Read more...
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July 21, 2010
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Social Security Benefit Considerations |
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Written by Fred Livingston
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Most people are confused about the many variables and calculations that
affect how much money they will receive from Social Security and when. But if your clients make the wrong choice it can mean losing tens of thousands.
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Read more...
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July 21, 2010
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The Psychology Of Retirement Planning |
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Written by Administrator
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Decoding your clients’ financial behavior can be challenging. Here's some advice.
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July 06, 2010
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Roth IRA Conversions And College Planning |
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Written by Troy Onink and Bernard Whalen
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Additional income resulting from a Roth conversion may lower financial aid eligibility and impact use of a federal tax credit for education.
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June 28, 2010
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Beyond Stocks And Bonds: A True Alternative Investment |
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Written by Bruce Greig
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The safety net during the financial crisis of 2008 was managed futures, says this portfolio manager.
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June 15, 2010
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Managing Retirement Income: Part VI |
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Written by Jack Gardner
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In the final installment of this six-part series, learn how managing the retirement income sequence of returns and reverse dollar cost averaging affect retirement portfolios.
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June 07, 2010
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Due Diligence In The Acquisition Of Financial Planning And Other Financial Services Companies |
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Written by Administrator
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Due diligence—the process through which a potential acquirer
evaluates a target company or its assets for acquisition—can be done
by the seller, as well as the buyer.
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May 27, 2010
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The Sea Change In Generational Wealth |
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Written by Administrator
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Over the past decade, two of the major historical constants on long-term planning—the
temporal limitations of the trust form as dictated by the Rule Against
Perpetuities, and the inability of a trust settlor to avail him- or
herself of spendthrift protection—have been undone in a growing number
of jurisdictions.
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May 25, 2010
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FPC Advocates For Basic Profession-Wide Standards |
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Written by The Financial Planning Coalition
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The Financial Planning Coalition believes passing basic laws to regulate the profession is the best way to protect
consumers by ensuring the same standards across the board.
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May 25, 2010
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FPC: Leading A Profession Astray? |
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Written by Administrator
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The CFP Board, FPA and newest partner NAPFA are once again at the front
of a fast-brewing controversy with their creation of the Financial
Planning Coalition.
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May 20, 2010
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Managing Retirement Income: Part V |
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Written by Jack Gardner
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Investors who are on the road of retirement all share some common fears, including spending too much, principal loss from market volatility, loss of purchasing power due to inflation and the biggest fear of all, running out of money.
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Page 1 of 8 |
CONFERENCES
Dorothy 
