College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
Stacking the Deck
By Russ JonesAs a financial services professional, you already know that the high net worth market is exploding. According to the 2006 Merrill/Cap Gemini World Wealth Report, ...
May 11, 2008
Built-in GRAT Exit Strategies For Self-Financed PremiumsThe ability to leverage one's assets through the use of life insurance makes it an extremely compelling and almost universal part of most high-net worth ...
May 01, 2008
Larry NakamuraPresident Torrey Capital, Inc. 5752 Oberlin Drive, Suite 106 San Diego, CA 92121 Phone: 858-952-5721 E-mail: [email protected] Web site: www.torreycapital.com Year firm founded: 2004 Number of clients: 45 families Assets under management: $25 million Client...
May 01, 2008
Group ThinkThe University of Kansas School of Business awarded 1st Global's Tony Batman with its Distinguished Alumni Award on April 10. Batman received his Bachelor of...
May 01, 2008
The Future of PlanningIn recent years, one of the most important trends in the financial planning industry has been a growing awareness of the planner's need to stimulate...
May 01, 2008
Fearless FinanceOutliving their money -- it's retirees' darkest fear. How to help such clients feel more secure? Francis Xavier Astorino says the answer often lies in structured...
April 29, 2008
MassMutual Trains Special Needs PlannersThe American College has awarded the Special Care Planner professional designation to about 110 individuals over the past few months.The Bryn Mawr, Pa., financial services ...