Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
Financial Freedom Introduces Zero-Point Reverse Mortgage
By Staff WriterNU Online News Service, Sept. 25, 2003, 3:16 p.m. EDT -- Financial Freedom Senior Funding Corp., Irvine, Calif., has introduced a no-fee loan for ...
August 24, 2003
Five Ways To Distinguish Yourself As A Financial PlannerFive Ways To Distinguish Yourself As A Financial Planner ByGood financial planning is more science than art. The most successful financial planners thrive only through ...
August 13, 2003
SEC Eyes MetLife UnitNU Online News Service, Aug. 13, 2003, 5:23 p.m. EDT -- The U.S. Securities and Exchange Commission has started a formal investigation of New ...
August 01, 2003
Charity and TaxesThe Jobs and Growth Tax Relief Reconciliation Act of 2003 (JGTRRA) serves up $350 billion in tax cuts and, according to the Treasury Department, will...
July 30, 2003
Healthaxis Reports 2nd Quarter Net LossNU Online News Service, July 30, 2003, 3:26 p.m. EDT -- Healthaxis Inc., Irving, Texas, a company that sells systems for handling employee benefits ...
July 30, 2003
Quotesmith Reports 2nd Quarter Net LossNU Online News Service, July 30, 2003, 3:29 p.m. EDT -- Quotesmith.com Inc., Darien, Ill., a Web-based insurance broker, is reporting a $308,000 net ...
July 21, 2003
Nolan Financial Uses VPAS Benefits Administration ServicesNU Online News Service, July 21, 2003, 10:26 a.m. EDT -- The Nolan Financial Group, Chevy Chase, Md., has agreed to use VPAS Benefit ...
July 21, 2003
Firm Boosts Reverse-Mortgage Originations 80%NU Online News Service, July 21, 2003, 4:05 p.m. EDT -- Financial Freedom Senior Funding Corp., Irvine, Calif., says it originated about 6,000 reverse ...