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Investment Advisor
August 2007
Kara P. Stapleton |
Tassel Hassle A hot-button issue this time of year that brings clients to advisors is funding their child's college education. Here's what advisors can do to help.   |
The Motley Fool
August 16, 2006
Dan Caplinger |
Prioritizing Your Savings Should you save for retirement or for education for your kids? |
Investment Advisor
August 2010
Marlene Y. Satter |
A Retirement Plan Solution Brian Pon of Financial Connections Group, Inc., in Corte Madera, California, has a suggestion particularly for parents who will be around 59 years old while their children are in college. |
Financial Planning
January 1, 2009
Deborah Fox |
Coming Up Short The current economic environment is putting considerable pressure on families. But if parents and their financial advisors take a proactive approach to college planning, parents and students can avoid reliance on credit markets. |
The Motley Fool
February 13, 2007
Dan Caplinger |
Get Ready, Get Set for Financial Aid: Part 2 A peek into how schools determine your financial aid package. |
Financial Planning
August 1, 2012
Katie Kuehner-Hebert |
One Income, Many Challenges While it's common these days for both adults in a family to be working, the stay-at-home parent is in no danger of becoming extinct. |
The Motley Fool
October 13, 2010
Dan Caplinger |
Don't Make These 4 Money Mistakes Parents are making some wrong moves with their money. When it comes to saving for their children's college education, a lot of parents are making mistakes that are keeping their money from working as hard as it could for them. |
Registered Rep.
April 10, 2012
Kevin McKinley |
Helping Clients Cut Off the Kids If you have clients stretched between supporting their older youngsters and saving for retirement, you can delicately help the parents nudge, shove, and kick the offspring out of the proverbial nest. |
AskMen.com
March 18, 2001
Luis Rodrigues |
Start Planning For Your Retirement |
The Motley Fool
January 24, 2007
Mary Dalrymple |
College Financial Aid 102 Understand how colleges view your assets when computing financial aid. |
Registered Rep.
January 21, 2005
Anne Field |
Time Running Out to Apply for College Financial Aid Many parents of college-age children are scrambling to complete their financial aid applications. Financial advisors suggest that clients should apply even it they don't, at first glance, seem to be eligible for aid. |
Registered Rep.
July 1, 2004
Kevin McKinley |
The Future of College Savings An action plan for managing college savings from the year of a child's birth to the midteen years. |
Financial Planning
December 1, 2007
Elizabeth O'Brien |
Advisor Pulse Many parents are woefully underprepared to fund their children's college expenses, and advisors are well positioned to give them the nudge they need. |
The Motley Fool
February 13, 2007
Dan Caplinger |
Get Ready, Get Set for Financial Aid: Part 1 A students' guide on getting help with school expenses. |
Financial Planning
August 1, 2009
Donald Jay Korn |
College Panic Many of your clients with teenage children may be feeling the college panic about now. They are looking at diminished net worths and an uncertain job market and economy |
The Motley Fool
November 17, 2010
Selena Maranjian |
If You Don't Have a 401(k) There's more than one way to build a strong retirement. |
Registered Rep.
April 27, 2015
Lynn O'Shaughnessy |
College Savings Don't Hurt Chances For Financial Aid Clients will be in a far better position and enjoy more college options if they've saved for their child's college education. Here's why. |
The Motley Fool
January 25, 2005
Dayana Yochim |
You're on Your Own, Kiddos In the standoff between retirement savings and college savings, retirement wins. |
Registered Rep.
June 17, 2013
Kevin McKinley |
The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference. |
The Motley Fool
October 27, 2009
Dan Caplinger |
3 Tips for a More Secure Retirement You shouldn't need to worry about making ends meet. |
The Motley Fool
May 2, 2007
Dan Caplinger |
Dueling Fools: Saving for College Save for college! Your kids need your help. |
Registered Rep.
July 30, 2012
Kevin McKinley |
Income Strategies for Early Retirees Those who stop working before reaching their "Golden Years" require a specific sort of assistance. |
The Motley Fool
May 28, 2009
Dayana Yochim |
Facing Mom and Dad's Money Issues Talking to Mom and Dad about their finances can help ease your mind and give you a head start mulling over what you'll face in the future. |
Financial Advisor
July 2010
Dalton & Dalton |
The College Game Affluent families who want to fund college expenses without ruining retirement can take steps that may position them for financial aid. |
The Motley Fool
January 6, 2004
Robert Brokamp |
5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away. |
Financial Advisor
September 2005
Marla Brill |
The Tuition Test A wrong decision on paying for college can cost you in taxes or lost aid. |
Registered Rep.
February 25, 2015
Kevin McKinley |
The Costs and Effects of High Tuition Advisors can diplomatically help clients and their children get the degree the kids need at a cost the family is willing and able to pay. |
Financial Advisor
March 2012
Jim McConville |
Juggling Act -- Saving For Both Retirement And College Financial planners are helping affluent families confront a financial quandary that most families didn't face 30 or 40 years ago: how to plan for both their retirement and their children's college tuition. |
Registered Rep.
August 1, 2004
Kevin McKinley |
Battling for College Savings The key to helping clients meet their higher education expenses lies in getting them to take definitive action in the years preceding enrollment. |
Registered Rep.
January 18, 2013
Kevin McKinley |
Forget Chasing Yield; Cut Taxes for Extra Income Stop chasing higher yields, returns, and risks, and instead use these methods to reduce your working clients' income tax bills. |
Registered Rep.
December 24, 2014
Kevin McKinley |
Withdrawal Strategies For Early Retirees Early retirees have to deal with hassles, taxes and penalties if they need to withdraw money from individual retirement accounts, Roth IRAs, and the like. |
Financial Advisor
July 2006
Raymond Fazzi |
A Full-Fledged Specialty Education planning emerges as a new niche financial advisors as more clients need help with complex issues. |
The Motley Fool
July 22, 2004
Robert Brokamp |
The Cost of Not Saving for Retirement You are paying today for every dollar you don't put into your 401(k). The tax savings on your contribution is reason enough to save. There are plenty of other incentives, too, including one that might be worth even more. |
Financial Planning
March 1, 2005
Janet Aschkenasy |
The Bag Lady Bugaboo Financial planners can help women address the real fears of poverty in old age. |
The Motley Fool
August 26, 2011
Dan Caplinger |
4 Reasons to Stiff Your Retirement Accounts Sometimes, it's smarter to keep money available. |
The Motley Fool
May 5, 2005
Robert Brokamp |
Save for College or Retirement? If you feel conflicted about putting yourself ahead of your offspring, consider setting aside money in an IRA. You can use the money for qualified higher-education expenses as long as you follow the rules. |
Financial Planning
November 1, 2007
Stacy Schultz |
5 Questions Chuck Toth, head of education planning at Merrill Lynch and secretary of the College Savings Foundation, discusses a new study on the state of college savings. |
The Motley Fool
March 10, 2005
Robert Brokamp |
Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement. |
The Motley Fool
February 2, 2007
Selena Maranjian |
Prepare to Un-Retire Will you be one of the millions forced to keep working for many more years? |
Financial Planning
August 1, 2010
Donald Jay Korn |
Borrowing Trouble When conversations about college affordability take place, planners may be able to introduce some realities into the discussion. |
On Wall Street
March 1, 2012
John Diehl |
The Financial Calculus of Aging While surveys continue to show that procrastination is alive and well when it comes to retirement planning, there is no doubt that boomers are actively seeking solutions to real life issues associated with aging. |
Financial Planning
December 1, 2005
Deborah Fox |
Back to School Affluent parents with older children are running out of time to save for college. Financial advisers need to craft creative strategies to help these clients reduce education expenses. |
Financial Advisor
September 2007
Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
Financial Advisor
November 2003
Tracey Longo |
Does The Bell Toll For 529 Plans? Tax free still trumps taxable accounts just about every time. |
Financial Planning
December 1, 2006
Donald Jay Korn |
All Fired Up? Recent legislation has been a boon for 529 college savings plans. Will more financial planners find them worthwhile? |
Registered Rep.
July 1, 2006
Kevin McKinley |
Getting Real With Numbers Here's some loose talk that is influencing three big calculations in some very unproductive ways, along with some reality-based alternative methods to planning for your clients' financial future: College... Retirement... Life Insurance... |
Financial Planning
June 1, 2008
Ilana Polyak |
Pink-Slip Blues In today's uncertain environment, financial advisors need to know if their client's job is in jeopardy and to brainstorm about Plans B, C and possibly D. |
Registered Rep.
March 14, 2014
Mark Miller |
Prioritizing Retirement Tradeoffs How can financial advisers help clients balance short-term needs and desires against long-range goals, especially those clients in the critical years leading up to retirement? |
Financial Planning
March 1, 2007
Donald Jay Korn |
Child's Play Changes in the kiddie tax may make custodial accounts less attractive to parents planning for college expenses, but there are other investment options. |
The Motley Fool
October 12, 2010
Selena Maranjian |
3 Ways to Find an Extra $1,000 in Savings It's probably easier than you think. |
