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The Motley Fool
October 10, 2011
Travis Hoium |
A Smarter Way to Occupy Wall Street The funding to Wall Street from public pension funds is a large problem that Occupy Wall Street could call much-deserved attention to. For starters, public unions can make sure that their funds aren't going into hedge funds and private equity funds.   |
Registered Rep.
October 7, 2011
Stan Luxenburg |
Managing Retirement Account Withdrawals in Volatile Markets Retirees have long struggled with a difficult question: How much can you spend each year without going broke? To answer that question in difficult markets, advisors have developed a variety of flexible strategies. |
The Motley Fool
October 5, 2011
Dan Caplinger |
This Do-Over Could Save You Thousands It's time to consider reversing your Roth conversion. |
Financial Advisor
October 2011
Evan Simonoff |
Taking De-Risking Too Far? A 10% allocation to equities only makes sense for a retiree with a short time horizon. |
Financial Planning
October 1, 2011
Donald Jay Korn |
Age Is Just a Number Clients must withdraw at least certain amounts from their retirement accounts when they reach the age specified under the tax code. Those trying to skip complying face a 50% penalty on any shortfall. |
Financial Planning
October 1, 2011
Martin Shenkman |
Star Power When your clients are celebrities or athletes, estate planning takes on new dimensions. While every client is unique, star power brings with it several unique issues that change the entire planning process, creating new risks as well as new opportunities. |
Financial Planning
October 1, 2011
Matthew F. Erskine |
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. |
On Wall Street
October 1, 2011
Elizabeth Wine |
Retirement Rules for Small Business Clients Retirement plans are fast becoming an important tool for small businesses to attract and retain talent. |
On Wall Street
October 1, 2011
Michelle Lodge |
Five Questions With Sandra Timmermann MetLife Mature Market Institute director Sandra Timmermann speaks about its latest study on grandparents and how advisors can best serve these early baby boomers as they plan their retirement. |
On Wall Street
October 1, 2011
Don Schreiber, Jr. |
The Beauty of Dividend-Paying Stocks With the vast majority of investors getting closer to retirement and becoming more risk adverse, advisors should create balanced portfolios using a mix of bonds and high-yielding dividend stocks to potentially increase return and reduce risk. |
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