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Financial Planning
April 1, 2008
Joshua B. Gottfried |
New Rules at School With few experts well-versed about 403(b) retirement plans, those who are will be able to help educators and school districts work through the new system and build their client base.   |
Financial Planning
April 1, 2008
Donald Jay Korn |
Ginnie Mae's Day For planners looking for the safety and cash flow offered by intermediate-term government bond funds, Ginnie Maes may currently be the most appealing option. |
Financial Planning
April 1, 2008
Craig L. Israelsen |
Seeking Stability Building a tough, strong, resilient and stable retirement portfolio is, very simply, what every retiree wants to do. What is the optimum allocation model to sustain this stability for clients? |
Financial Planning
April 1, 2008
Henry K Hebeler |
The Care Bear Most working people and even professional planners fail to see medical insurance premiums and uninsured healthcare costs as a looming disaster for many retirees. But it is a growing and major concern. |
Financial Planning
April 1, 2008
Suzanne McGee |
Bit by the Collecting Bug Whether they're ancient Greek vases or Pez dispensers, clients' ties to the items they have collected is of a completely different order from those of their stock, bond or fund holdings. |
Financial Planning
April 1, 2008
Jim Grote |
The Philanthropic Planner Robert Thompson's financial planning firm, Sage Financial, openly promotes philanthropy to its clients. |
Financial Planning
April 1, 2008
Elizabeth O'Brien |
Take Cover Complex state insurance laws and federal tax regulations have hampered financial firms' efforts to provide health benefits for their independent advisors. Yet advisor demand has spurred action and changes. |
Financial Planning
April 1, 2008 |
New Products Products of interest to those in the financial industry: New ETFs... New Mutual funds... Financial planning software... Retirement planning tools... |
Financial Planning
April 1, 2008
Marion Asnes |
Medical Miracles The editor of this publication discusses the importance of preparing your clients healthcare needs. |
Financial Planning
April 1, 2008 |
Letters Letters to the Editor: Women in the financial planning industry... |
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