Tax Planning Advice: Using the Section 179 Deduction—Bernard Kiely
Last year's Small Business Jobs Act increased Section 179 limitations to $500,000 and expanded the definition of qualified property for the 2010 and 2011 tax years.
Rutgers and OIC Offer Free Online Courses in Options for Advisors
New Jersey's Rutgers University School of Business-Camden and the Options Industry Council (OIC) announced new online course offerings in options for financial advisors. The hour-long courses are free of charge and accredited for continuing education.
Boomer Reverse Trend of Declining Suicide Rate
The suicide rate for boomers is increasing, says a study published in the September/October issue of Public Health Reports. Researchers from Rutgers University and Emory...
Suicide Rate for Baby Boomers Increases, Reversing Trend
The suicide rate among boomers is increasing, despite decades-long downward trend.
About the Firm
Harbor Lights Financial Group 2424 Route 34 Manasquan, New Jersey 08736 Phone: 732-528-4333 E-mail: firstname.lastname@example.org Web site: www.hlfg.com Number of clients: 650 households AUM: $252 million Compensation: Fees and commission Number of advisors in...
About the Planner: Dennis K. O'Brien
Dennis K. O'Brien President & founder Coastal Financial Advisors 503 Casino Drive Farmingdale, New Jersey 07727 Phone: 732-683-2330 Web site: www.coastalfa.com Year firm established: 1999 Advisors in firm: 1 Number of clients: 25 Compensation: fee-only Client...
Making a mistake with a client can fill you with dread like nothing else. CFP Patti Houlihan remembers the horrible feeling that overcame her the...
Opportunity of a Lifetime
Here's a wake-up jolt: The last generation of retirees couldn't manage to maintain their lifestyles beyond average life expectancy. With the right new approaches, though,...
Low inflation and strong economic growth fuel equity bull markets. But the process also works in reverse, and so the seeds are sown for bear...
Why should advisors--and their clients--care about the workings of the Financial Accounting Standards Board? Howard Silverblatt, senior index analyst at Standard & Poor's, compares the...