Credit crunch hits college funding
By Staff WriterBoomers routinely wrestle with the dilemma of funding a child's college education versus saving for their own retirement. Unfortunately, the Wall Street Journal reports the...
May 28, 2008
Holiday retail rush falls shortAccording to the Wall Street Journal, U.S. shoppers spent furiously in the days just before Christmas. But, holiday retail sales appeared to still fall short...
May 28, 2008
The finance industry is deadWe knew it would happen. In a rather ridiculous story in the Wall Street Journal, "industry analysts" sound off on the future impact of the...
May 28, 2008
Goal-based ownership transfer planThere are three steps for implementing a goal-based ownership transfer plan: Step 1: Determine the goals you want to achieve and reward within your practice. Step...
May 28, 2008
Long-term care coverage: What, me worry?Advisors may finally be coming 'round to the benefits of long-term care insurance, but their boomer clients are still sorely in need of education. One...
May 28, 2008
A really weird trend of the weekIn what can only be described as a sign of the times, Goldman Sachs suffered its first decline in year-over-year earnings in 11 quarters and...
May 28, 2008
The broker/dealer switch listDo I want to affiliate with a high profile or low profile broker/dealer? Advisors generally fall into one of two categories: those who want the...
May 28, 2008
A piece of the planning puzzle boomer advisors missDuring the World Cup in Germany in 2006, pickpockets identified wealthy Americans by the tennis shoes they wore. In certain Latin American cities, one wrong...