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By Joseph GuytonFocus On All Aspects Of Life When Planning For RetirementByWhen it comes to retirement planning, too many of us focus only on the destination instead ...
October 06, 2004
Success Starts With Mutual CommitmentLike a good marriage, successful pre-retirement planning starts with a mutual commitmentand the similarities dont end there. During my 14 years in financial services, and ...
October 06, 2004
House OKs Military Sales BillByWashingtonThe House last week voted overwhelmingly to approve legislation that clarifies the jurisdiction of state regulators over sales of insurance products on military bases and ...
October 06, 2004
Jim Schier of Security Mid-Cap Value FundS&P Rank: 4 Stars A Value Manager's Guide to the Mid- and Small-Cap Universe
October 06, 2004
Adjusting For Tax Changes Is The Key To A Winning Estate Planning StrategyAdjusting For Tax Changes Is The Key To A Winning Estate Planning Strategy Estate owners need offensive, defensive and often preemptive strategiesBy John S. BudihasNBA ...
October 06, 2004
Required Minimum Distribution Planning With Trusts: More IRS Flexibility?Required Minimum Distribution Planning With Trusts: More IRS Flexibility? Recent private letter rulings may reflect a trendBy April CaudillThe Internal Revenue Service has clarified some ...
October 06, 2004
Go top of page 10 with Nonqualified Annuities kickerWhat If The Client Gets A Divorce? Advisors should know about the Qualified Domestic Relations OrderBy Jane WarnerDivorce happens. When a long marriage ends, and ...