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By Jake Bernstein, ProPublica |
September 20, 2012
Society has long frowned on certain behaviors. Taking out an insurance policy on a friend or neighbor and killing them? Not acceptable. Taking out a life insurance policy that gambles your neighbor will die soon, even without your help, also crosses the line.
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By Hugh F. Smart, J.D,. CLU, ChFC |
September 1, 2012
Income, not estate, taxes are likely a bigger problem for clients who plan to leave a modest legacy. If a client’s estate is tied up in an IRA, consider these steps to limit the tax blow for future beneficiaries.
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By David C. Lewis |
August 8, 2012
While it's impossible to succeed at traditional retirement planning, it's not impossible to make a financial plan.
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By Staff Writer |
August 3, 2012
The BLS report on the number of jobs gained or added from the previous month is one of the most anticipated and most closely guarded secrets up until its release on the first Friday of every month.
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By David Carpenter, AP Personal Finance Writer |
July 25, 2012
An advice columnist for a big, nonprofit news cooperative says overlooking the need for income protection can be costly.
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By Michael Ham |
July 19, 2012
Divorce is one of the most financially traumatic things you can go through. It's like an amputation: You survive it, but there’s less of you.
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By David Vogel, CFP |
June 1, 2012
The price of just about everything seems to keep creeping up — and it’s hurting your clients’ investments. Fixed or fixed indexed annuities might be able to help.
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By Allison Bell |
April 30, 2012
Workers are about as likely to have imaginary group disability benefits as they are to have the real thing.
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By Dave Vogel |
April 24, 2012
The price of just about everything seems to keep creeping up—and it’s hurting your clients’ investments. Fixed or fixed indexed annuities might be able to help.
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By Staff Writer |
April 23, 2012
Unemployment, student loans among obstacles between Gen Y and saving for retirement.