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Sunday 05/19/2013

The Financial Planning Coalition - comprised of Certified Financial Planner Board of Standards, the Financial Planning Association and the National Association of Personal Financial Advisors - expressed concern regarding H.R. 1062..

 

Former Ameriprise broker Jennifer Guelinas was ordered to pay $1.1 million in restitution to the brokerage and spend a year under house arrest for bilking an elderly client of over $800,000... More

 
Wednesday 05/15/2013

Most IRA owners limit withdrawals to required minimum distributions, according to a new report from the Employee Research Benefit Institute... More

 
Tuesday 05/14/2013

A New York state appeals court dismissed a lawsuit brought by insurer ACA Financial Guaranty Corp. against Goldman Sachs over an investment that went bad...

 
Four crucial questions to ask your pre-retirement clients

An estate planning lawyer who pleaded guilty to using the identities of terminally ill people to obtain tens of millions of dollars has told a federal judge he is innocent and entitled to his day in court..

 
Monday 05/13/2013

So much of our lives are spent online -- banking, shopping, social networking -- that a new category of personal property has emerged, known to estate planners as "digital assets."...

 
Sunday 05/12/2013
Friday 05/10/2013
Thursday 05/09/2013
Wednesday 05/08/2013
Tuesday 05/07/2013
Four crucial questions to ask your pre-retirement clients
Monday 05/06/2013
Sunday 05/05/2013
Friday 05/03/2013
Thursday 05/02/2013
Wednesday 05/01/2013
Tuesday 04/30/2013
Four crucial questions to ask your pre-retirement clients
Monday 04/29/2013
Friday 04/26/2013
Thursday 04/25/2013
Wednesday 04/24/2013
Tuesday 04/23/2013