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Most Recent Posts

• Posts
• Discussion Board

• • Re: John Olsen's article about VA & GLB is finally linkable
    

    After some reorganization at the Financial Planning Assoc. website, John's article is finally lin...
    

    • Posted by: Vig Oren
    •  on  July 5, 2008 3:49 PM EDT

  • Articles

• • Re: OWS Book Club: When the Going Gets Tough, He Gets Juiced
    

    Hello, Steve,Hope you enjoyed the 4th.When we spoke for the podcast, you mentioned thatyour book ...
    

    • Posted by: Michelle Lodge
    •  on  July 5, 2008 11:01 AM EDT

  • Articles

• • Re: OWS Book Club: When the Going Gets Tough, He Gets Juiced
    

    Hi Steve, by " bragging " I meant " writing about yourself " and not necessarily " shvitzing " (b...
    

    • Posted by: Vig Oren
    •  on  July 4, 2008 10:54 PM EDT

  • Articles

• • Re: OWS Book Club: When the Going Gets Tough, He Gets Juiced
    

    Chainsaw Al is a key character in my book. I had a personal confrontation with him, when he wante...
    

    • Posted by: .
    •  on  July 4, 2008 1:50 PM EDT

  • Articles

• • Re: OWS Book Club: When the Going Gets Tough, He Gets Juiced
    

    My goal in writing the book was simply to provide the reader (whether business savvy or not) with...
    

    • Posted by: .
    •  on  July 4, 2008 1:45 PM EDT

  • Articles

• • Re: Marketing
    

    Do you have any good marketing ideas for those just getting into the profession? What has worked ...
    

    • Posted by: Nancy
    •  on  July 4, 2008 10:17 AM EDT

  • Career Development

• • Re: Are Annuities Ever Not Stupid?
    

    DaveM,I find your method of money management very interesting. Part of my problem with managing m...
    

    • Posted by: Brad
    •  on  July 4, 2008 12:03 AM EDT

  • Investments

• • Re: New Client -wrong asset mix
    

    They are 80. For this reason I recomend that you show them the pros and cons of what they current...
    

    • Posted by: RIA, CPA, CFP
    •  on  July 3, 2008 3:08 PM EDT

  • Financial Planning

• • Re: Are Annuities Ever Not Stupid?
    

    MrC,I will agree with you to an extent.Everything you wrote, I agree with. I don't see any disagr...
    

    • Posted by: DaveM
    •  on  July 3, 2008 3:21 AM EDT

  • Investments

• • Re: Health Savings Accounts (HSA)
    

    Unfortunately for low-balance accounts the fees are going to be an issue. I've used www.hsabank.c...
    

    • Posted by: Tad Borek
    •  on  July 2, 2008 7:45 PM EDT

  • Financial Planning

• • Re: Health Savings Accounts (HSA)
    

    Hi jbogey,I have no direct affiliation with this firm, except for usign them as a custodian for s...
    

    • Posted by: raj
    •  on  July 2, 2008 6:04 PM EDT

  • Financial Planning

• • Re: Health Savings Accounts (HSA)
    

    My client wishes to deposit $2,500 annually into an HSA with no intention of using the funds for ...
    

    • Posted by: jbogey
    •  on  July 2, 2008 5:46 PM EDT

  • Financial Planning

• • Re: Are Annuities Ever Not Stupid?
    

    Dave,As a firm that uses Technical Analysis for our clients I will agree with you to an extent. T...
    

    • Posted by: MrC
    •  on  July 2, 2008 5:04 PM EDT

  • Investments

• • Re: Are Annuities Ever Not Stupid?
    

    Learn how to use the MACD zero line crossover signal on both a daily, weekly and monthly chart.Al...
    

    • Posted by: DaveM
    •  on  July 2, 2008 2:17 PM EDT

  • Investments

• • Re: Are Annuities Ever Not Stupid?
    

    Hi John,I have been professionally trading stocks and FOREX for several years. I build profitable...
    

    • Posted by: DaveM
    •  on  July 2, 2008 2:22 PM EDT

  • Investments

• • Re: New Client -wrong asset mix
    

    Why is the annuity "pathetic"? Is it fixed? Variable? If variable, what subaccounts are being use...
    

    • Posted by: John L. Olsen, CLU,ChFC, AEP
    •  on  July 2, 2008 2:06 PM EDT

  • Financial Planning

• • Re: Market-Based Withdrawals
    

    Thanks Amadeus!I assume that the following also jibe with your study :Things get ugly if a portfo...
    

    • Posted by: Vig Oren
    •  on  July 2, 2008 4:09 PM EDT

  • Articles

• • Re: New Client -wrong asset mix
    

    I have a new client who is not wealthy and not very finanically savvy. The couple has most of the...
    

    • Posted by: Bean Counter
    •  on  July 2, 2008 12:18 PM EDT

  • Financial Planning

• • Re: 20 Years Old With Series 7, 63, and 65...What Next?
    

    I agree with Anonymous that credentials do not confer or guarantee credibility. I agree that havi...
    

    • Posted by: John L. Olsen, CLU,ChFC, AEP
    •  on  July 2, 2008 10:14 AM EDT

  • Career Development

• • Re: 20 Years Old With Series 7, 63, and 65...What Next?
    

    Learn to sell! Good salesmen tend to ooze credibility. It does not come from letters after your n...
    

    • Posted by: anonymous
    •  on  July 2, 2008 9:30 AM EDT

  • Career Development

• • Re: Retirement plans
    

    Would his employer contribution be factored in this amount? Yes, it's factored into the 415 limit.KK
    

    • Posted by: no bd for me
    •  on  July 2, 2008 7:45 AM EDT

  • Financial Planning

• • Re: 20 Years Old With Series 7, 63, and 65...What Next?
    

    Congratulations to you for your study habits. In my opinion, you can use your Certifications to h...
    

    • Posted by: Virginia Planner
    •  on  July 1, 2008 9:20 PM EDT

  • Career Development

• • Re: Retirement plans
    

    He's not yet ready for the commitment to a DB plan, Buzz. He has a young family and will stay an ...
    

    • Posted by: jbogey
    •  on  July 1, 2008 2:47 PM EDT

  • Financial Planning

• • Re: Retirement plans
    

    At his income level you want to check out a Defined Benefit Plan. You can substantially increase ...
    

    • Posted by: Buzz
    •  on  July 1, 2008 2:36 PM EDT

  • Financial Planning

• • Re: Retirement plans
    

    Would his employer contribution be factored in this amount?
    

    • Posted by: jbogey
    •  on  July 1, 2008 2:31 PM EDT

  • Financial Planning

• • Re: Executive Bonus ideas or products
    

    I need feedback on products, I amsomewaht familiar with life and LTC products and concepts regard...
    

    • Posted by: stephen
    •  on  July 1, 2008 1:17 PM EDT

  • Investments

• • Re: B/D - Independent RIA Model
    

    Omnivest, Inc. in Denver Colorado - I am set up for that platform and do pay a modest quarterly f...
    

    • Posted by: TAK
    •  on  July 1, 2008 10:36 AM EDT

  • Practice Management

• • Re: OWS Book Club: When the Going Gets Tough, He Gets Juiced
    

    Hi Michelle, I have just read the following comment about the book: In this frank memoir, Miller ...
    

    • Posted by: Vig Oren
    •  on  July 3, 2008 2:45 PM EDT

  • Articles

• • Re: CFP Exam study
    

    I am studying for the CFP exam now. I have both the College For Financial Planning (CFFP) and the...
    

    • Posted by: rocket
    •  on  July 1, 2008 9:30 AM EDT

  • Career Development

• • Re: OWS Book Club: When the Going Gets Tough, He Gets Juiced
    

    When heads roll and the board calls inan interimteamto right an ailing company, is that the time ...
    

    • Posted by: Michelle Lodge
    •  on  July 1, 2008 4:27 PM EDT

  • Articles

• • Re: Retirement plans
    

    jbogey,The Section 415 limit is $46,000 for 2008, which is aggregated between various employer pl...
    

    • Posted by: no bd for me
    •  on  July 1, 2008 6:29 AM EDT

  • Financial Planning

• • Re: Series 9 (General Securities Sales Supervisor - Options module)
    

    hello... anyone out there taken this test? I take it in a few weeks and was wondering what it's l...
    

    • Posted by: anderscj
    •  on  June 30, 2008 7:07 PM EDT

  • Career Development

• • Re: The recent market downturn: Special Report
    

    HANDLING MARKET VOLATILITY: Reacting to last week's market downturn. What actions should an advis...
    

    • Posted by: Community Manager
    •  on  June 30, 2008 6:44 PM EDT

  • Community News and Chatter

• • Re: Market-Based Withdrawals
    

    Vig,The research as I developed it in the newsletter was specifically framed for 30-year retireme...
    

    • Posted by: Michael E. Kitces
    •  on  June 30, 2008 5:19 PM EDT

  • Articles

• • Re: B/D - Independent RIA Model
    

    I just read an article that LPL financial is doing this. Check them out!!!Arturo NetoNeto Financi...
    

    • Posted by: Arturo Neto
    •  on  June 30, 2008 3:14 PM EDT

  • Practice Management

• • Re: Retirement plans
    

    No, he wouldn't. I used to be inthe same position asyour physician.Jeremy Loudershowed me the eas...
    

    • Posted by: smithdom
    •  on  June 30, 2008 3:00 PM EDT

  • Financial Planning

• • Re: Retirement Plan Design and Administrator
    

    Larry Starr, at Qualified Plan Consultants in W. Springfield, MA, has forgotten more about plan d...
    

    • Posted by: John L. Olsen, CLU,ChFC, AEP
    •  on  June 30, 2008 2:43 PM EDT

  • Practice Management

• • Re: Retirement Plan Design and Administrator
    

    Have a new client that currently has a Simple IRA and definitely needs a different retirement pla...
    

    • Posted by: ahearn
    •  on  June 30, 2008