AdvisorWorld.com

Converting Retirement Assets from a Traditional IRA To a Roth IRA Presents a Unique Opportunity for 2010

etom — Fri, 05 Mar 2010 20:24:38 +0000

New Rules Pave Way for More Individuals to Generate Tax-Free Income at Retirement.

Eric S. Tom, Adam T. Hurd, Russell Donath

etom — Thu, 04 Mar 2010 18:40:03 +0000

Part 1- Live Your Financial Life Deliberately

jcrutchley — Thu, 04 Mar 2010 18:28:20 +0000

Where do we get our beliefs? Why do we hold onto them so fiercely, especially when they don’t help us? Are we able to change? How do learn to run against the pack? Where do we find the courage to do so?

Live Your Life Deliberately

Samson Griffith

samsongriffith — Wed, 03 Mar 2010 17:31:57 +0000

Retirement Planning: Have a Plan B to Avoid Possible Roadblocks

jcrutchley — Fri, 26 Feb 2010 20:43:55 +0000

I love the GPS dashboard device that my wife bought me for Christmas a few years back that tells me where to go and when to turn! I still carry a real, actual, good old paper Rand McNally road map in my car, but my GPS gets me from point A to B without any headaches.

Sherrell Berrett

sberrett — Fri, 19 Feb 2010 19:36:15 +0000

What if I Don't Believe in Death?

jcrutchley — Wed, 17 Feb 2010 18:14:47 +0000

Everyone knows death is inevitable, but nobody truly lives like they believe it. If they did, they would live life much differently. Life insurance is for those of us who want the peace of mind knowing that when we die, our loved ones won't need to worry about paying the bills. Life insurance is for the benefit of others, not ourselves and purchasing it is the most unselfish thing that anyone will ever do for their family. Understanding life insurance can be complicated and sometimes overwhelming to figure out.

How to Transfer Wealth Using Single Premium Life Insurance

mhuguet — Wed, 17 Feb 2010 15:27:03 +0000

If you have money set aside in a fixed annuity or a CD with the sole purpose of passing it on to your loved ones, you may be missing a huge opportunity to increase your principal. Have you thought about how the money you leave will be paid at your death? Taxes can eat up a large portion and if not prepared for properly, your loved ones could get slowed down by a lengthy and expensive probate process. In general, life insurance passes on income tax-free and in many cases money from life insurance will pass on outside of probate.

Timothy Witt

twitt — Fri, 12 Feb 2010 20:11:08 +0000

Life Insurance: Where, What Kind, and How Much to Buy

swhittemore — Tue, 09 Feb 2010 20:16:06 +0000

The Ins and Outs of the Life Insurance Purchase Process - By Scott Whittemore, CFP®

Why life insurance?

Life insurance is a very useful both to individuals and businesses, but also to our overall society. When would cash be more needed than after the premature death of the main bread winner of the family? The family with life insurance will not suffer financially or be a burden on other people or the government.

Scott Whittemore

swhittemore — Mon, 08 Feb 2010 23:17:36 +0000

What Types of Insurance Do You Really Need?

mosullivan — Sat, 06 Feb 2010 20:13:38 +0000

For the month of February, www.thewisebuck.com is going to focus on giving you tips about insurance. Life Insurance, Health Insurance, Auto Insurance, Home Owners Insurance, etc. And, while I know this probably isn’t your (or my) favorite or most exciting personal finance topic, it is very important in creating financial independence and safe guarding our financial world. How so?

Annalee Leonard

aleonard — Thu, 04 Feb 2010 20:12:36 +0000

Silvio Pachacuti

spachacuti — Thu, 04 Feb 2010 15:38:25 +0000

Clifford Matican

cmatican — Wed, 03 Feb 2010 22:09:52 +0000

Fifth Protocol and Cross Border Business Transactions

peter — Wed, 03 Feb 2010 21:17:10 +0000

Canada is the United States’ largest trading partner of goods and services with over $518 billions of cross boarder trade in 2007 according to the U.S Census Bureau. This partnership has been accelerating since then time Prime Minister Brian Mulroney declared Canada “open for business” in 1984 with the dismantling of the Foreign Investment Review Agency (FIRA), a Canadian protectionist agency coupled with the passing of the Investment Canada Act (ICA).

Six Reasons Why You Need Insurance

tgober — Wed, 03 Feb 2010 20:40:23 +0000

Insurance was never designed to be a financial investment, but, more importantly, insurance has always been the best financial tool for providing money when people need it the most:

1. Death
2. Disability
3. Health
4. Business Buy-outs
5. Estate Planning Liquidity
6. Retirement

Daniel R Hawkins

dhawkins — Wed, 03 Feb 2010 16:01:04 +0000

Ronald E Isgitt

risgitt — Wed, 03 Feb 2010 15:46:33 +0000

Jack Hradesky

jhradesky — Mon, 01 Feb 2010 22:11:02 +0000

Marc Huguet

mhuguet — Mon, 01 Feb 2010 17:16:54 +0000

Hi, we are $ 165000 in debt, we can make repayments but live from pay to pay with no savings, no assets. What are our options? Thanks

curlymaestro — Sat, 30 Jan 2010 02:55:49 +0000

Luc Grandguillotte

lgrandguillotte — Fri, 29 Jan 2010 16:27:22 +0000

Life Insurance - What Plan Is Best For You?

rstrehl — Wed, 27 Jan 2010 22:35:49 +0000

There are so many options out there when it comes to life insurance. Do you know what type works best for you? Perhaps a dual option is better for you. Before you choose a policy you have to choose an agency and an agent. This can be difficult if we do not already have a good relationship with someone.

Regarding choosing an agent, I recommend looking for someone with a solid character. Someone you know, like and trust. If you do not know any agents, ask a friend for a referral.

Policy Options

Len Hanks

lhanks — Wed, 27 Jan 2010 22:21:51 +0000

Sleep Insurance

wsutton — Tue, 26 Jan 2010 16:46:52 +0000

Sleep Insurance

I’ve noticed as I’ve aged that getting a good nights sleep is not always easy. Now just imagine if I was worried about my retirement funds how I would be tossing and turning!

Through the last 9 years we have had two cycles where the stock market dropped as much as 50%. Some people had accounts drop even more and of course if you had your money in Enron at the beginning of the decade or with Bernie Madoff or any number of others you were completely wiped out.

When do these questions get answered? is there a place on the website to find answers? Phillip

palfonso — Sat, 23 Jan 2010 20:33:45 +0000

Edgard Cazal

ecazal — Thu, 21 Jan 2010 15:37:11 +0000

I have a client who asked if she can have 2 Roth IRAs. Can she? Is there an advantage, disadvantage or other alternatives?...thank you., Phillip

palfonso — Tue, 19 Jan 2010 22:49:53 +0000

Thousands Could Be Sitting In Your Life Insurance- How to Convert to a Life Settlement

pgiordano — Tue, 19 Jan 2010 21:18:31 +0000

In spite of being an industry with billions of dollars in transactions taking place year after year ($12 billion estimated in 2008), the Life Settlement industry seems to still be a mystery to many seniors and their advisors. Not knowing about a life settlement could result in both parties missing out on substantial amounts of money for themselves.