College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
Horse Sense
By Corey Dahl, From the November 2011 issue of Life Insurance SellingJonathan Green and Alan Rubin, CLU, have built a successful business serving a highly specialized market niche the thoroughbred industry.
October 19, 2011
How Much Risk Do Clients Really Need to Take?There's only one rational question on investment risk: How much risk does the client actually need to take to meet their own defined obligations and goals.
October 18, 2011
Threat of French Downgrade Endangers Eurozone Planoodys Investors Service said late Tuesday that Frances top-grade credit rating was under pressure from the eurozone crisis. The news could mean trouble for the plan being assembled by European leaders to avert a complete economic meltdown.
October 17, 2011
Chinese Americans Don't Over-Borrow, Study FindsWhile 72 percent of Chinese-American households hold a mortgage, only five percent of those households have outstanding auto loans, and only three percent have any other type of consumer debt.
October 17, 2011
Chinese Americans Don't Over-Borrow, Study FindsWhile 72 percent of Chinese-American households hold a mortgage, only five percent of those households have outstanding auto loans, and only three percent have any other type of consumer debt.
October 17, 2011
Banks Push Back Against Greek Debt CutsEuropean banks are pushing back against a plan for write-downs of Greek debt that would be great then than the 21% already agreed upon.
October 13, 2011
Suze Orman is Wrong, but About What?Suze doesnt hold any insurance licenses nor is she a licensed investment advisor; but you do and possibly you are. Is it appropriate advice to tell your clients to walk on their debt, and is that ethical or morally correct advice?
October 13, 2011
FINRA Dismisses Lehman Case Against Former EmployeeIn an arbitration case decided Tuesday, FINRA decided against Lehman Brothers, which sought to recover $259,084.12 from a former employee, Jennifer Lorenc Mitchell.