Treasury and IRS increase flexibility for 529 plans
By Staff WriterA result of the financial crisis, the U.S. Treasury and the IRS are now giving investors more flexibility in managing their 529 plan accounts. A...
January 06, 2009
Social Security Administration offers new "Retire Online" application serviceThe Social Security Administration's new campaign for its "Retire Online" application tool boasts the phrase, "it's now easier to retire than ever online." Let's hope...
January 06, 2009
Unemployed boomers face options for acquiring health insuranceLaid-off boomers and those forced into early retirement struggle to find affordable health insurance. U.S. News & World Report examines seven scenarios for this particular...
January 06, 2009
Make lead generation work for youIn these tough times, making the most of lead generation can be a difference maker for financial advisors. I reached out to readers and experts recently and hit a gold mine in marketing guru Jeff Dobkin (the author of five books on direct marketing)
January 06, 2009
Retirement's slump: just how bad is it right now for boomers?You know things are bad for boomers when AARP says the recession is hitting its members hard. Reuters reports AARP's recent survey of Americans aged...
January 06, 2009
Make lead generation work for youIn these tough times, making the most of lead generation can be a difference maker for financial advisors. I reached out to readers and experts recently and hit a gold mine in marketing guru Jeff Dobkin (the author of five books on direct marketing)
January 06, 2009
Annuity mythsAnnuities Institute offers a list of the top 10 myths associated with annuities. Every annuity is a variable annuity. Often, all types of annuities are lumped together with variable annuities, despite differences in risk properties. Nearly
January 06, 2009
Securities class action trends37%: Percent increase in securities class action filings from 2007 to 2008. 43%: Percentage of filings since Dec. 14, 2008 that are related to the credit crisis. 50%: Percentage of class action filings related to the credit crisis in
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