Recently added articles from Financial Planning:
CE QUIZ - November 2009.(CE QUIZ)
Nov 01, 2009 ... Byline: Editorial Staff FROM "MARSICO'S FOCUS," ON PAGE 45: 1. Over the past five years, through Oct. 14, Marsico Focus was up by what percentage, annualized? a. 2% b. 3.1% c. 4% d. 5% FROM "ETFS' GLORY DAYS," ...
A New Standard; If your clients routinely itemize, this may be the year for them to take a second look at standard deductions.(The Client)
Nov 01, 2009 ... Byline: Julian Block As the end of the year nears,clientsare once again starting to think about their tax returns. Now more than ever, qualified financial advisors should be ready to provide some information on the choices taxpayers must make. For example, clients ...
The New Normal; Many clients see the recent market drop as a temporary stumble, not a paradigm shift. but are they right?(The Client)
Nov 01, 2009 ... Byline: Brian Gaffney From August of 2008 into 2009, asthe financial crisis battered the global economy, many of us felt as though we were in the throes of a pivotal life experience. Well, we were. And much like the Great Depression, most of us felt that the events we were ...
Captivating Captives; Looking for a risk management strategy for your business-owner clients? a captive insurance company will give you that and more.(The Client)
Nov 01, 2009 ... Byline: Rick A. Jaye Publicly traded Fortune 500 firms know the benefits of captive casualty insurance companies (captives). Now successful small to midsize businesses are discovering many of the benefits larger companies have long enjoyed. Planners should know the pros and cons ...
Giving It Back; The irs has given taxpayers more time to roll over unwanted required minimum distributions from their iras.(The Client)
Nov 01, 2009 ... Byline: Ed Slott As I discussed in my last column, the Worker, Retiree and Employer Recovery Act of 2008 (WRERA) signed into law on Dec. 23, 2008 suspended required minimum distributions (RMDs) from company retirement plans and IRAs in 2009. Although RMDs were waived in 2009, ...