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Trust & Estates
Trusts & Estates is the monthly journal for estate planning and wealth management professionals.
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National Real Estate Investor is the leading authority on commercial real estate trends.

 

WEALTH MANAGEMENT TOP STORIES

Goldman's Gadfly

Apr 14, 2009 1:56 PM, By David A. Geracioti, VonAldo.com

Goldman's quarterly earnings were "amazing," but what will a populist Congress think of its "accrued compensation" kitty of $4.71 billion? For more, go to VonAldo.com, the blog of Registered Rep. editor-in-chief David A. Geracioti....

Financial Planning in the Age of Iffy DB Plans

Apr 8, 2009 10:51 AM, By David A. Geracioti, VonAldo.com

In our November "Fear & Loathing in Retirement Land" package, we noted how difficult it was for financial planners to create retirement plans for clients with iffy DB plans. What to do about it. Go to VonAldo.com....

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Retirement Planning

Now You See Them…

Jun 1, 2009 12:00 PM, By Fran Hawthorne

The problem with pension plans? Your clients may not be able to count on their promised benefits them when they retire. How to determine if your clients’ DB plan sponsor is on the verge....

Wealth Management: The Right Way To Refinance

Jun 1, 2009 12:00 PM, By Kevin McKinley

With mortgage rates at a 40-year low, it’s a great time to refinance, but be sure to use the proceeds of the loan wisely...

How To Spend It To Save It

May 1, 2009 12:00 PM, By Laurence J. Kotlikoff

Raising your retiree clients' living standards smoothly over time...

Wealth Management: Take the Money and Run

May 1, 2009 12:00 PM, By Kevin McKinley

In the current environment, it might make more sense for your clients to take Social Security payments sooner rather than later...

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College Planning

College AidGenerations: College Aid Prep

Feb 1, 2009 12:00 PM, By Kevin McKinley

How to help clients calculate and maximize the amount of money available to pay for higher education expenses by encouraging parents to apply for financial aid....

Generations

Jan 1, 2009 12:00 PM, By Kevin McKinley

How to help clients calculate and maximize the amount of financial aid they can get when Junior goes off to get his degree....

Generations: College Credit

Dec 1, 2008 12:00 PM, By Kevin McKinley

Clients who have children heading off to college next year and beyond are facing a convergence of events that will drastically reduce the typical family's...

Generations: Tough Questions On 529s

Nov 1, 2008 12:00 PM, By Kevin McKinley

Clients frequently want to know how to avoid taxes and penalties and deduct losses on 529s....

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Estate Planning

Bottom-Feeding REITs

Feb 1, 2009 12:00 PM, By Jennifer Popovec

Investing in non-traded REITs that are raising money to buy (discounted) properties may offer substantial total returns five to seven years hence...

Wealth Management Guru: Home Sweet Home

Feb 1, 2009 12:00 PM, By Kevin McKinley

Making the most of clients’ residential real estate for tax savings....

Giving Odd Lots To A Good Cause

Dec 1, 2007 12:00 PM, By Kevin McKinley

Financial Advisors may discuss charitable giving with clients for the same reason that most people choose to give in the first place: It's the right thing...

In Defense Of Stan O'Neal

Dec 1, 2007 12:00 PM, By David A. Geracioti

We all know what a lousy third-quarter Merrill Lynch had it reported the worst loss in its 93-year history (a $2.3 billion net loss along with a staggering...

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Tax Strategies

Wealth Management: The Right Way To Refinance

Jun 1, 2009 12:00 PM, By Kevin McKinley

With mortgage rates at a 40-year low, it’s a great time to refinance, but be sure to use the proceeds of the loan wisely...

Wealth Management Guru: Home Sweet Home

Feb 1, 2009 12:00 PM, By Kevin McKinley

Making the most of clients’ residential real estate for tax savings....

College AidGenerations: College Aid Prep

Feb 1, 2009 12:00 PM, By Kevin McKinley

How to help clients calculate and maximize the amount of money available to pay for higher education expenses by encouraging parents to apply for financial aid....

Generations: Tough Questions On 529s

Nov 1, 2008 12:00 PM, By Kevin McKinley

Clients frequently want to know how to avoid taxes and penalties and deduct losses on 529s....

For More Tax Strategy Articles Click Here

Current Issue

Registered Rep Cover

Everything You Know About Asset Allocation Is Wrong

By John Churchill

The unprecedented seems to happen all too frequently in financial markets. Is there something wrong with the way financial advisors build their clients' portfolios? "Post" Modern Portfolio Theory says yes, and it's gaining currency...


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Book Review

RainmakerBecoming a Rainmaker - Getting a Downpour of Serious Money

Only a very few financial professionals who target the affluent are bringing in 10 or more new affluent relationships each year. This book shares the Mindset, Activities and Skills of the Rainmakers who consistently achieve this level of success. Click here.

Bookstore

Affluent handbook Live Long Live Rich
Mastering High Net Worth Wealth Management team assessment
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