Life's Tax Advantages
- Financial Planners Don't Always Practice What They Preach. Powell, III, Robert J. // Journal of Financial Planning;Sep2008, Vol. 21 Issue 9, Special section p10
The article discusses the results of a survey of financial planners, examining whether the financial behavior of advisers matches the advice such people give their clients. A special examination is given the amount of insurance financial planners own or might purchase. Topics include financial...
- Coming to Terms with Term Insurance. Katt, Peter C. // Journal of Financial Planning;Nov2007, Vol. 20 Issue 11, p50
An editorial is presented providing advice about term life insurance in comparison to permanent insurance. Term life insurance is temporary, which does not cover needs that extend past life expectancy or life as with permanent insurance. Consumers should consider term life insurance if they have...
- No Second-Class Agents. Gerber, Michael E. // Advisor Today;May2005, Vol. 100 Issue 5, p28
Reports on the National Association of Insurance and Financial Advisors' (NAIFA) opposition against term-life proposals. Arguments of NAIFA against term-life license; NAIFA and National Association of Insurance Commissioners' streamlining of the agent licensing system; Overview on NAIFA actions...
- Out with the Old. Korn, Donald Jay // Financial Planning;Dec2004, Vol. 34 Issue 12, p97
Provides ways on how financial planners can help clients transform their portfolios into well-rounded holdings. Hurdles that may need to be cleared in reshaping the portfolios of new clients; Ways to cope with concerns on tax issues; Reasons of new clients for valuing an old stock.
- TAKING FLIGHT. Nash, Sheryl Nance // Black Enterprise;Jun2008, Vol. 38 Issue 11, p84
The article presents the advice given by certified financial planner Pierre Dunagan of the Dunagan Group to the Knox family, a blended family of six children ranging in age from 4 to 20 years old, headed by Marcel and his wife, Judith. Dunagan emphasizes the importance of preparing or saving for...
- Throwing Business Owners a Tax Lifeline. Rinn, Andrew J. // Journal of Financial Service Professionals;May2015, Vol. 69 Issue 3, p42
Life insurance within a qualified plan may be ideal for business owners seeking income tax leverage in a rigorous economic environment. A mastery of the fundamentals will better position the financial professional to competently present this concept to an interested client or advisor.
- Providing Financial Planning for Unmarried Partners. Lewin, Elizabeth S. // Journal of Financial Planning;Aug1997, Vol. 10 Issue 4, p95
This article discusses the significance of financial planning to unmarried couples. As soon as two people plan to move in together, questions come up about pooling money--not to mention the property, large or small, that is acquired later on. Before two people move in together, the smartest...
- Help Desk. Mannes, George; Braverman, Beth; Mangla, Ismat Sarah // Money;Aug2010, Vol. 39 Issue 7, p18
The article presents advice and answers to questions about money management. Topics addressed include finding a trustworthy financial adviser, decision making regarding buying or renting living quarters while a spouse attends graduate school, and features to look for when buying term life insurance.
- Term Fills the Need for the Client and the Agent. Charnley, Doug // Advisor Today;May2008, Vol. 103 Issue 5, p14
The author comments on the article "Term or Perm?" by Frank Bearden in the March 2008 issue of "Advisor Today." Bearden's article compares the commission levels paid to insurance agents and financial advisors for the term insurance and permanent insurance coverage. Although Bearden illuminates...