HIAA Sees Continued Slowdown In State Mandated-Benefit Laws
By Steven BrostoffHIAA Sees Continued Slowdown In State Mandated-Benefit LawsByWashington In an era of rising health care costs and increasing numbers of uninsured Americans, state legislatures may ...
February 02, 2003
Industry Reacts To President Bush's State Of The Union AddressIndustry Reacts To President Bushs State Of The Union AddressByWashington Annuity dividends should be treated the same as stock and mutual fund dividends under any ...
February 01, 2003
It Happened to MeThere are few things more heartening to a young planner with egg on his face and foot in his mouth than a story of a...
February 01, 2003
Raj ChoksiNiagara Financial Advisors LLC 4555 Mansell Road, Suite 300 Alpharetta, Georgia 30022 770-521-4470 [email protected] www.niagarafinancial.net Age: 30 Education: B.S. in accounting, 1994; M.B.A. in financial planning from Georgia State, May...
February 01, 2003
Not So BadRecommending qualified plans to business-owning clients is, in most independent advisors' minds, one of their least favorite tasks. Advisors tend to steer clear of qualified...
February 01, 2003
Avoiding the Worst of Both WorldsA central issue for many older clients is preserving IRA assets from estate taxes. Michael T. Koenig, managing partner at FirsTrust in Daytona Beach, Florida,...
February 01, 2003
Kathryn KurreStrategic Wealth Management Group, LLC 7300 Grace Drive Columbia, Maryland 21044 410-988-9494 [email protected] www.swealth.com Age: 24 Education: B.S. in housing, interior design, and resource management, with a focus on family...
February 01, 2003
James ManjaneNorthern Trust Company Financial Consulting Group 50 South LaSalle Street Chicago, Illinois 60675 312-444-4745 [email protected] www.ntrs.com Age: 25 Education: B.A. in family financial planning from Texas Tech, May 2000 Joined the...