Student Loan Debt
How advisors can help clients understand the burden of student loan debt and the best ways to reduce, eliminate or manage the debt load.
When 401(k) Loans Make Sense
By Trevor ThomasBySome producers advise their boomer clients not to borrow against their 401(k) plans because those assets are, after all, earmarked for retirement--a life stage ...
September 03, 2003
Oak Street To Lend Against Agent Commission StreamsNU Online News Service, Sept. 3, 2003, 1:32 p.m. EDT -- Great Western Loans & Investments L.P., Carmel, Ind., which does business as Oak ...
August 24, 2003
'A Family Bank' Can Serve Many Planning PurposesA Family Bank Can ServeMany Planning Purposes ByMost baby boomers are looking to preserve the wealth theyve built up over the course of their lives, ...
July 13, 2003
Should Advisors Accept Clients In Debt?ByAmericans say they want to pay off debt and save for retirement, but many are not doing enough to ensure their future comfort, according to ...
June 26, 2003
Aetna To Revamp Group SchoolNU Online News Service, June 26, 2003, 4:29 p.m. EDT -- Aetna Inc., Hartford, says it is revamping its Aetna Group School.The company has ...
May 15, 2003
Rating Agency Lowers Hartford Debt RatingsNU Online News Service, May 15, 2003, 4:41 p.m. EDT -- Moody's Investors Service, New York, has gone ahead with a previously announced move ...
April 25, 2003
GAO: Mortgage Debt Weighs Down GenX HouseholdsNU Online News Service, April 25, 2003, 5:59 p.m. EDT -- Mortgage debt could hurt the efforts of many members of Generation X to ...
April 02, 2003
Oxford Plans To Borrow $450 MillionNU Online News Service, April 2, 2003, 10:38 a.m. EST -- Oxford Health Plans Inc., Trumbull, Conn., says it hopes to borrow $450 million ...