Bank & Financial

Magazine articles on banks, brokerages, and credit card companies.

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Financial Planning July 1, 2011 Mike Byrnes	Behind the Cover There are only two kinds of books in the financial planning world: best-sellers and resume-builders, insists Ken Fisher, who's the author of seven books and is CEO of Fisher Investments in Woodside, Calif.
Financial Planning July 1, 2011 Nancy R. Mandell	Family Affair Lucky you, if like Janet Briaud, Judi Brown, Lew and Karen Altfest, and Ron Weade, your business-minded child is willing and able to join you in your practice and keep the lights on when you retire.
Financial Planning July 1, 2011 Ed Slott	Beneficiary Battles If a client wants to name someone other than a spouse as the beneficiary of a 401(k) or other ERISA retirement plan, it is a two-step process.
Financial Planning July 1, 2011 Donald Jay Korn	Identity Crisis Advisors should help clients protect themselves from identity theft.
Financial Planning July 1, 2011 Donna Mitchell	Northern Exposure Many investors have busied themselves lately looking for ways to cope with a declining-dollar in a slow recovery. Many ended up putting their cash and faith in ETFs concentrating on Northern European, as well as those focused on the real estate sector.
Financial Planning July 1, 2011 Jay J. Freireich	Earning Trust Financial planners can protect clients asked to manage a trust by advising them to review the responsibilities with their own lawyers to ensure that they understand the risks.
Financial Planning July 1, 2011 Martin Shenkman	After Death Do We Plan Tremendous estate-tax planning opportunities exist following a client's death. While pre-death planning remains vital, post-death planning allows for oversights and errors to be corrected - and for new planning opportunities as well.
Financial Planning July 1, 2011 Jim Grote	The Money Teacher Katherine Lintz employs a former middle school teacher three days a week to develop her curriculum for the children of her wealthy clientele, who've entrusted her with $1.8 billion in assets to manage.
Financial Planning July 1, 2011 Temma Ehrenfeld	How's Your Money Feeling? Most planners want to know what you're thinking as far as your money is concerned, but Rick Kahler also wants to know what's on your mind.
Financial Planning July 1, 2011 Temma Ehrenfeld	Welcome, Gen Y Companies can make a difference when they enroll new employees automatically into employer-sponsored retirement plans and set target-date funds as the default investment.
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