Who's best? it all depends
By Staff WriterAsking which financial planning software is best may be the wrong question. What you should ask is, "Which is best for me?" Fortunately, you can...
August 01, 2004
Community AffairNobody likes paying taxes. But investing in an affordable housing tax credit program allows investors to take some of the pain out of this lifelong...
August 01, 2004
How to Think BigThe term "producer" rubs me the wrong way. It's insulting to clients. Someone who trusts you with his wealth would cringe if he heard that...
August 01, 2004
TAX ADVISOR- Look Beyond the Election YearIn a presidential election year, the chief executive and members of Congress typically are too preoccupied with campaigning to bother much with tax changes. But...
August 01, 2004
TOOLS OF THE TRADE- Problem SolversFor us capitalists, mutual funds may be one of the greatest inventions ever. These unique entities make it possible for a significant portion of the...
August 01, 2004
On the CaseThank you, thank you, thank you for your great cover story, "Power of Attorney" (July 2004), about a law firm that also provides tax, financial...
August 01, 2004
THE GLUCK REPORT -- Software ShowdownThe producers of the three most widely used financial planning software products--NaviPlan, Financial Profiles, and Money Tree--all have released new versions in recent weeks. Each...
August 01, 2004
Keeping the FaithSince its earliest colonial days, America has had a complicated and often ambiguous relationship with matters of religious faith. A number of the first colonies...