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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?  |
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.  |
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  |
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.  |
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.  |
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...  |
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.  |
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.  |
Financial Advisor November 2009 Caren Chesler |
Family Bonds Clients face both financial and emotional traps when they loan money to family.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
Financial Advisor May 2004 Michael E. Kitces |
Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.  |
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.  |
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.  |
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.  |
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.  |
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.  |
The Motley Fool April 25, 2011 Morgan Housel |
Why Big Banks Are Cheap Loans dropping; watch out below!  |
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.  |
Financial Advisor November 2004 Saul M. Simon |
Keep Clients' Estate Plans On Track The ABCs of estate planning for business owners.  |
Investment Advisor October 2009 Robert F. Keane |
A Recession Silver Lining For estate planning these days, the low-interest-rate environment offers incredible advantages.  |
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.  |
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.  |
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.  |
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."  |
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.  |
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.  |
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.  |
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?  |
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.  |
BusinessWeek May 1, 2008 |
Navigating the Crunch A financial aid expert explains how borrowers can best ride it out.  |
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.  |
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.  |
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.  |
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?  |