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Financial Advisor April 2007 Raymond Fazzi |
A Lift For Giving A new legislative proposal would remove the annual limit of $100,000 on IRA rollover donations and allow a broader range of charities to receive donations and provide IRA owners with planned giving options.  |
Investment Advisor April 2007 Olivia Mellan |
Child Is Father to the Man Few money messages are as enduring as the ones a son learns from his dad. Here's what financial planners need to understand about this special relationship.  |
Investment Advisor April 2007 Kara P. Stapleton |
Take Some Advice: Consumers Are Looking for It Consumers around the world say they need advice the most when it comes to pensions and life insurance, according to a new seven-country survey report.  |
CFO April 1, 2007 Alix Nyberg Stuart |
Investing in Oils While you don't need to be ultra-rich to begin collecting, most experts say that art or other collectibles should make up no more than 1% - 10% of a portfolio.  |
Financial Planning April 1, 2007 Elizabeth O'Brien |
Are Your Clients Covered? Today's healthcare system demands vigilance from consumers and planners alike. Some financial planners are taking on the complex, expensive market for individual health insurance. And they're finding solutions.  |
Financial Planning April 1, 2007 Donald Jay Korn |
Healthy, Wealthy and Wise As more and more affluent clients start managing their medical costs, financial advisors may be asked to provide a second opinion on the choices.  |
The Motley Fool March 30, 2007 Dan Caplinger |
5 Tips to Avoid Bad 529 Plans Saving for college should help your kids, not your broker.  |
The Motley Fool March 30, 2007 Mary Dalrymple |
Fighting Identity Theft the IRS Way Lawmakers on the House of Representatives committee that oversees tax laws recently approved a bill with two items designed to help consumers avoid and cope with identity theft.  |
Commercial Investment Real Estate Mar/Apr 2007 Michael S. Weiner |
A Good Clause Landlords, tenants, and real estate buyers and sellers would be well-advised to pay particular attention to force majeure language to protect from natural and human disasters.  |
The Motley Fool March 28, 2007 Mary Dalrymple |
Don't Fail This Mortgage Quiz Avoid payment shock by knowing your mortgage's intimate details.  |
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