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Financial Planning
October 2, 2007
Donald Jay Korn
Home Relief Lofty housing prices and tight credit are sending young people to the Bank of Mom and Dad. Should your clients open the discount window? mark for My Articles similar articles
Investment Advisor
June 2006
I. Jay Safier
Tax Advisor: Transfer Time, Part 1 One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Here is a review of strategies clients can use for transferring wealth. mark for My Articles similar articles
Registered Rep.
December 1, 2002
Kevin McKinley
First National Bank of Mom and Dad Details that clients need to consider when lending money between generations mark for My Articles similar articles
The Motley Fool
July 15, 2005
Roy Lewis
Loans and Family: Do They Mix? Thinking about lending money to a relative? Take a look at these tips first. mark for My Articles similar articles
The Motley Fool
October 30, 2007
Dan Caplinger
Get a Cheap Loan Fast ... From Yourself If you're facing a temporary setback and need a short-term solution, a 401(k) loan may not be as bad as some experts think, and a lot better than other alternatives. mark for My Articles similar articles
Financial Planning
December 1, 2011
Donna Mitchell
Hot Topics J.P. Morgan Asset Management wants to limit choices in defined contribution plans... Will consumers change their retirement saving and investing habits when confronted with computer-generated images of their future older selves... mark for My Articles similar articles
Financial Advisor
April 2005
Gregory Bresiger
Selling A Home To A Child Convince a client nearing retirement to stay in a primary residence in a booming real estate market, delaying the move to the Sunbelt for a few years. Have the client sell the home to a child. It could help the client and a child under certain circumstances. mark for My Articles similar articles
Registered Rep.
June 1, 2012
Lynn O'Shaughnessy
Seven Ways to Borrow for College Look for borrower protection, consider credit unions and apply for multiple loans. mark for My Articles similar articles
Financial Advisor
November 2009
Caren Chesler
Family Bonds Clients face both financial and emotional traps when they loan money to family. mark for My Articles similar articles
Registered Rep.
August 25, 2014
Lynn O'Shaughnessy
The Most Attractive Student Loans Since many families will need help to cover some of their costs, it's important that advisors be equipped with the basics about borrowing for college. Here are some critical things that you need to know about student loans. mark for My Articles similar articles
On Wall Street
February 1, 2011
Richard A. Behrendt
Taking Advantage Of Changes To Estate And Gift Tax Laws President Obama's signing of theTax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 includes sweeping changes to the federal estate and gift tax rules. mark for My Articles similar articles
Financial Advisor
March 2008
Eric L. Reiner
Protecting The Ranch With the specter of estate tax reform under a new president, here are some ideas to protect your assets. mark for My Articles similar articles
Registered Rep.
April 1, 2008
Alan Lavine
Survivorship Life Back In Favor Despite current laws that reduce the estate-tax bite, survivorship life insurance is making a comeback as an estate-planning tool among some advisors. mark for My Articles similar articles
U.S. Banker
April 2009
Dwayne E. Toler
Avoid Shortcuts and Panic in Troubled Real Estate Loans What started out as a credit crisis in residential real estate has now spread to commercial real estate. mark for My Articles similar articles
Financial Planning
February 1, 2012
Ann Marsh
15 Top Tax Strategies For 2012 There's a one-word theme for the 2012 tax year: uncertainty. Chief among the reasons are the sky-high exemptions on the estate tax, the lifetime gift tax and the generation-skipping tax. mark for My Articles similar articles
The Motley Fool
January 24, 2007
Mary Dalrymple
Study Your College Loan Options Know when to use a private or a federal loan to pay your tuition bill. mark for My Articles similar articles
Financial Planning
June 1, 2010
Donald Jay Korn
College Loans Say Uncle The new law excluding banks from making federal education loans should be a PLUS for borrowers who can now turn to the Bank of Uncle Sam. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2004
Thomas Jaekel
Wait and See Commercial real estate capital market activity hinges on interest rates and job growth. mark for My Articles similar articles
Entrepreneur
February 2008
Crystal Detamore-Rodman
The Real Estate Deal Shopping for a commercial real estate loan can be tricky. Here's what you need to stay balanced. mark for My Articles similar articles
National Real Estate Investor
February 1, 2007
Ben Johnson
Small Banks, Big Risks In the new era of commercial real estate lending, federal regulators are pressuring even the smallest banks to upgrade their portfolio analysis capabilities to avoid the pitfalls of past downturns. mark for My Articles similar articles
Financial Advisor
July 2006
Robert S. Bridges
Parents As Bankers While they are not for everyone, intrafamily loans have the potential to offer many tax and savings benefits that can help to make the arrangement a significant benefit for wealthy families who choose it. mark for My Articles similar articles
National Real Estate Investor
April 1, 2003
Kingsley Greenland
Liquidity Crisis Averted With a weak economy and the prospect of war, real estate investors are understandably nervous. The good news is that they aren't handcuffed by a 1990s-style liquidity crisis that brought the industry to a standstill a decade ago. mark for My Articles similar articles
Financial Advisor
November 2010
Andrew Gluck
Drop Dead Date If you haven't kept up with estate-tax opportunities because they're a complicated mess, now's the time to re-engage. mark for My Articles similar articles
Financial Advisor
November 2004
Alan Lavine
Search For Alternatives Crimps Survivorship Sales Despite tax laws that have cut the estate tax bite, survivorship life insurance (SLI) continues as a popular estate planning tool. But it is not the panacea that it was for baby boomers' parents in the late 1980s and 1990s. mark for My Articles similar articles
National Real Estate Investor
May 1, 2006
Matt Hudgins
Year of the Mega Loan Large loans and mushrooming CMBS issuance drove commercial real estate financing levels to an all-time high last year, but lenders say a slowing pace of transactions could temper loan volume as 2006 unfurls. mark for My Articles similar articles
Financial Planning
September 1, 2008
Martin M Shenkman
Twistin' Taxes Away Many estate planners aren't aware of a little-known method for using life insurance to benefit illiquid estates, including those containing a family business or those composed largely of real estate. mark for My Articles similar articles
Financial Advisor
May 2004
Michael E. Kitces
Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky. mark for My Articles similar articles
Financial Planning
February 1, 2012
Kyle Spencer
Short-Term Lending Planners say they are increasingly seeing short-term loan requests as prime opportunities to talk to clients in depth about how they got into their fix and why they're strapped for cash. mark for My Articles similar articles
Commercial Investment Real Estate
Jan/Feb 2003
Thomas Jaekel
Low Rates Help Insulate Commercial Markets From Unstable Economy Slower growth is an indication of the market's discipline and bodes well for the commercial real estate industry in light of an unpredictable economy. mark for My Articles similar articles
Financial Planning
February 1, 2005
Grace W. Weinstein
Into the Maw Life insurance payouts usually aren't subject to taxes-unless your client makes one of these mistakes. mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2013
Jeff Rauth
Follow the Money What are today's most financeable deals? Several market forces currently at work foretell a stronger lending environment in the next 12 to 18 months. mark for My Articles similar articles
Commercial Investment Real Estate
Mar/Apr 2008
Christopher G. Hurn
SBA Solutions In the hyper-competitive commercial real estate marketplace, successful brokers and agents can utilize a relatively little-known financing source to help clients secure the ideal property for their needs, the Small Business Administration 504 loan program. mark for My Articles similar articles
The Motley Fool
April 25, 2011
Morgan Housel
Why Big Banks Are Cheap Loans dropping; watch out below! mark for My Articles similar articles
Investment Advisor
November 2005
David J. Huber
The IA Soapbox: Is Real Estate Going Ka-Boom? As with any bubble, there will be plenty of opportunity for those that are patient and prudent. Real estate investors, look before you leap. Investing is different than speculating. Advisors need to remind their clients to adhere to the lessons learned from the tech bubble. mark for My Articles similar articles
Financial Advisor
November 2004
Saul M. Simon
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners. mark for My Articles similar articles
Investment Advisor
October 2009
Robert F. Keane
A Recession Silver Lining For estate planning these days, the low-interest-rate environment offers incredible advantages. mark for My Articles similar articles
The Motley Fool
November 13, 2006
Dan Caplinger
Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain. mark for My Articles similar articles
National Real Estate Investor
June 1, 2005
Kingsley Greenland
Why Liquidity Should Help You Sleep Better There is no crystal ball that can predict the next lending squeeze, or if one will even occur. What is certain however, is that greater liquidity in the secondary market for commercial real estate loans is an important safety valve for the entire industry. mark for My Articles similar articles
Financial Planning
March 1, 2008
Donald Jay Korn
Seeing Red Sallie Mae, the leading lender to college students, reported a $1.6 billion loss in the fourth quarter of 2007. Sallie Mae isn't the only student lender that has been bloodied recently. Students and parents need to be cautious when looking for student loans. mark for My Articles similar articles
Registered Rep.
August 1, 2004
Daniels, Leibell & Prince
Of Death and Decoupling Due to provisions set to kick in next year, in many states the "credit shelter/marital will" plan may now result in a significant state estate tax, because of a phenomenon known as "decoupling." mark for My Articles similar articles
Financial Planning
February 1, 2012
Ann Marsh
Keeping It All in the Family Burbank, Calif., planner Cameron Thornton founded a second company alongside his planning practice - Navigator Legacy Partners. It's devoted to preparing wealthy families for the transformational experience of inheritance. mark for My Articles similar articles
Financial Advisor
August 2009
Tere D'Amato
Seeing Clearly Now Financial turmoil makes this a perfect time for advisors to breathe new life into estate plans. mark for My Articles similar articles
National Real Estate Investor
June 1, 2005
Matt Hudgins
Sounding the Alarm Bell on CMBS Lending The capital pouring into commercial real estate isn't limited to conduit loans, but the industry at large can't afford to ignore changes in CMBS standards because securitization has evolved to influence nearly all commercial real estate lending. mark for My Articles similar articles
The Motley Fool
July 21, 2011
Morgan Housel
Banks' Big Loan Bust There's a new trend in banking: loan shrinkage. What's going on, and why should you care? mark for My Articles similar articles
Commercial Investment Real Estate
Sep/Oct 2003
Peltin & Swibel
Lenders Tighten Loan Standards in Reaction to Uncertain Economy With interest rates at record lows, demand for new mortgage loans remains strong. However, in today's anemic economic climate, lenders face increased risk of making non-performing loans. Commercial lenders have implemented new safeguards and follow stricter policies to minimize exposure. mark for My Articles similar articles
BusinessWeek
May 1, 2008
Navigating the Crunch A financial aid expert explains how borrowers can best ride it out. mark for My Articles similar articles
Financial Planning
February 1, 2010
Martin M. Shenkman
Let the Tax Games Begin With the estate tax ending this year, only to come back next year, planners have their work cut out for them. mark for My Articles similar articles
Financial Planning
May 1, 2013
Ingrid Case
New Rules for Real Estate Investing Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference. mark for My Articles similar articles
Entrepreneur
March 2007
C.J. Prince
Alternate Route States and banks are teaming up to offer financing programs that provide not only capital, but also benefits all around. mark for My Articles similar articles
The Motley Fool
May 3, 2011
Cindy Johnson
SEC Fears Banks Are Putting Lipstick on Piggish Loans Are overvalued real estate loans inflating the book value of your bank? mark for My Articles similar articles