Updated Saturday, May 25, 2013 as of 12:02 PM ET
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Financial Planning
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- Independent financial planner
by financialplaninc » Fri Feb 22, 2013 5:52 am - 1 Replies
- 2199 Views
- Last post by cashinasnap
Sun May 12, 2013 11:59 pm
- Independent financial planner
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- NAPFA Picks 30 Most Influential in Fee-Only Planning
by the observer » Fri Apr 05, 2013 11:35 am - 0 Replies
- 758 Views
- Last post by the observer
Fri Apr 05, 2013 11:35 am
- NAPFA Picks 30 Most Influential in Fee-Only Planning
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- How does a financial planner help you?
by jimpeters » Tue Oct 02, 2012 9:57 am - 3 Replies
- 2991 Views
- Last post by Bruce A. Ingram
Mon Mar 18, 2013 8:40 pm
- How does a financial planner help you?
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- What Are Some Essential Books to Improve Sales?
by Community Manager » Mon Jan 31, 2011 11:25 am - 4 Replies
- 9110 Views
- Last post by tasha
Thu Jan 24, 2013 4:53 am
- What Are Some Essential Books to Improve Sales?
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- What's The Difference Between Honesty and Integrity?
by dontrone » Tue Jun 15, 2010 8:28 am - 8 Replies
- 17969 Views
- Last post by cashone
Wed Nov 14, 2012 6:57 am
- What's The Difference Between Honesty and Integrity?
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- Best planning software for a quick plan?
by AECFinGroup » Thu Nov 01, 2012 2:13 pm - 1 Replies
- 2495 Views
- Last post by AECFinGroup
Wed Nov 07, 2012 12:59 pm
- Best planning software for a quick plan?
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- Pension Valuation in Divorce Case
by Roy G » Fri Dec 17, 2010 3:06 pm - 2 Replies
- 7056 Views
- Last post by cashone
Mon Nov 05, 2012 2:31 am
- Pension Valuation in Divorce Case
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- Need Financial Planning advice
by Carterman32 » Sun Jan 16, 2011 8:27 pm - 3 Replies
- 6704 Views
- Last post by jimpeters
Thu Nov 01, 2012 1:17 pm
- Need Financial Planning advice
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- Natural Gas for Tax Planning
by Rep » Tue Oct 16, 2012 4:01 pm - 1 Replies
- 1717 Views
- Last post by cashone
Thu Oct 25, 2012 12:58 am
- Natural Gas for Tax Planning
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- College Savings
by Jeeves » Tue May 04, 2010 11:13 am - 6 Replies
- 5410 Views
- Last post by cashone
Mon Oct 22, 2012 12:22 am
- College Savings
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- Outsourcing financial plans
by Bobbie » Thu Feb 10, 2011 3:06 pm - 2 Replies
- 5448 Views
- Last post by cashone
Mon Oct 15, 2012 6:07 am
- Outsourcing financial plans
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- A need for Extreme Financial Planning?
by BradXB » Wed Jun 22, 2011 8:53 am - 1 Replies
- 4840 Views
- Last post by cashone
Fri Oct 12, 2012 3:52 am
- A need for Extreme Financial Planning?
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- Financial Analysts
by Financial Health » Wed Mar 16, 2011 7:43 am - 3 Replies
- 5367 Views
- Last post by cashone
Thu Oct 11, 2012 2:28 am
- Financial Analysts
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- Financial Development
by Dogmersfield » Thu Aug 11, 2011 12:45 am - 2 Replies
- 4437 Views
- Last post by cashone
Mon Oct 01, 2012 12:34 am
- Financial Development
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- Retirement planning answer
by Peterb6086 » Wed Jun 09, 2010 8:03 am - 6 Replies
- 6668 Views
- Last post by cashone
Thu Sep 27, 2012 2:10 am
- Retirement planning answer
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- High School Presentation
by GorillaBo » Mon May 02, 2011 9:42 am - 2 Replies
- 5822 Views
- Last post by tasha
Wed Aug 08, 2012 5:43 am
- High School Presentation
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- Client inherited a beneficiary IRA
by PCR » Thu Apr 21, 2011 7:46 am - 6 Replies
- 5335 Views
- Last post by Lucullus
Mon Aug 06, 2012 10:48 am
- Client inherited a beneficiary IRA
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- Advise on 61yr old widow
by Steve23 » Thu Mar 29, 2012 2:26 pm - 2 Replies
- 3580 Views
- Last post by thelastsubject
Mon Jun 25, 2012 9:27 am
- Advise on 61yr old widow
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- Best annuity for Long Term Care
by scbullsfan » Fri Jul 23, 2010 9:33 am - 1 Replies
- 5602 Views
- Last post by chizcurlz
Fri Mar 02, 2012 12:00 pm
- Best annuity for Long Term Care
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- Guardian Wealth Managment
by Shaw21 » Wed Jan 25, 2012 8:22 am - 0 Replies
- 2994 Views
- Last post by Shaw21
Wed Jan 25, 2012 8:22 am
- Guardian Wealth Managment
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- Short term cashflow issue with good longterm
by granite » Sun Nov 13, 2011 8:01 pm - 1 Replies
- 4360 Views
- Last post by Bradly T.
Mon Nov 14, 2011 11:28 am
- Short term cashflow issue with good longterm
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- Identity Theft
by Peterb6086 » Thu Apr 15, 2010 6:25 am - 6 Replies
- 7164 Views
- Last post by the observer
Tue Nov 01, 2011 8:37 pm
- Identity Theft
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- Reimbursing the Previous Refinance Home Loan
by financial adviser » Mon Jul 25, 2011 3:33 am - 0 Replies
- 4039 Views
- Last post by financial adviser
Mon Jul 25, 2011 3:33 am
- Reimbursing the Previous Refinance Home Loan
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- Client interview/profile questions
by Planner123 » Sat Mar 12, 2011 9:25 pm - 15 Replies
- 10650 Views
- Last post by CantRetireYet
Tue Jul 19, 2011 2:08 pm
- Client interview/profile questions
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- Good books on handling generational wealth transfer
by AdamTheAxiom » Fri Jul 15, 2011 11:01 am - 0 Replies
- 3982 Views
- Last post by AdamTheAxiom
Fri Jul 15, 2011 11:01 am
- Good books on handling generational wealth transfer
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- Tips on starting, a letting agency business.
by Darius » Tue Jul 12, 2011 11:24 pm - 0 Replies
- 3766 Views
- Last post by Darius
Tue Jul 12, 2011 11:24 pm
- Tips on starting, a letting agency business.
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- Life Insurance Policies In America Versus Canada
by financial adviser » Tue Jul 05, 2011 4:15 am - 0 Replies
- 3857 Views
- Last post by financial adviser
Tue Jul 05, 2011 4:15 am
- Life Insurance Policies In America Versus Canada
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- Are people relying too much on the 401(k) system?
by PHPagency » Wed Jun 15, 2011 1:23 pm - 4 Replies
- 4555 Views
- Last post by Bradly T.
Fri Jun 17, 2011 12:05 pm
- Are people relying too much on the 401(k) system?
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- Forex4you Technical Analysis 2 May 2011
by Mrs. namrata » Mon May 02, 2011 7:12 am - 0 Replies
- 4058 Views
- Last post by Mrs. namrata
Mon May 02, 2011 7:12 am
- Forex4you Technical Analysis 2 May 2011
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- Tax Day costs half of Americans absolutely nothing
by FridahE » Fri Apr 29, 2011 4:48 am - 0 Replies
- 3985 Views
- Last post by FridahE
Fri Apr 29, 2011 4:48 am
- Tax Day costs half of Americans absolutely nothing
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- Help! I'm not qualified to evaluate this V.A. !
by WCB » Thu Apr 07, 2011 7:44 pm - 1 Replies
- 4466 Views
- Last post by Lucullus
Fri Apr 08, 2011 6:40 am
- Help! I'm not qualified to evaluate this V.A. !
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- In-service distributions
by azcook » Mon Mar 28, 2011 4:48 pm - 1 Replies
- 4439 Views
- Last post by Bradly T.
Mon Mar 28, 2011 4:59 pm
- In-service distributions
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- age 55 exception question
by Jay9 » Wed Mar 09, 2011 1:03 pm - 4 Replies
- 4974 Views
- Last post by Lucullus
Thu Mar 10, 2011 8:24 am
- age 55 exception question
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- The Fiduciary Standard
by HSG » Wed Feb 23, 2011 9:05 pm - 4 Replies
- 5965 Views
- Last post by Bradly T.
Mon Mar 07, 2011 6:22 pm
- The Fiduciary Standard
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- Retirement Income Scenario
by scbullsfan » Wed Mar 02, 2011 7:04 pm - 4 Replies
- 5121 Views
- Last post by Bradly T.
Thu Mar 03, 2011 7:48 pm
- Retirement Income Scenario
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- 529 Plans -Who (& how) can offer them?
by MichiganMike » Mon Oct 25, 2010 2:35 pm - 6 Replies
- 6408 Views
- Last post by raycarboni
Tue Feb 08, 2011 1:16 pm
- 529 Plans -Who (& how) can offer them?
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- Client Check list
by BabyFat » Sat Feb 05, 2011 7:52 am - 0 Replies
- 4520 Views
- Last post by BabyFat
Sat Feb 05, 2011 7:52 am
- Client Check list
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- ? on new estate tax rules
by Jay9 » Fri Jan 28, 2011 10:51 am - 6 Replies
- 7134 Views
- Last post by discussionaliasaliasdiscussion
Tue Feb 01, 2011 7:53 am
- ? on new estate tax rules
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- Should Every Broker Be a Fiduciary?
by dontrone » Mon Aug 09, 2010 11:43 am - 6 Replies
- 6862 Views
- Last post by the observer
Thu Jan 27, 2011 12:57 pm
- Should Every Broker Be a Fiduciary?
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- Paying Mortgage Early
by rkoreto » Mon Aug 16, 2010 10:48 am - 35 Replies
- 17632 Views
- Last post by SouthBayAdvisor
Thu Jan 27, 2011 12:19 pm
- Paying Mortgage Early
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- Should Annuities be Used in Retirement Accounts?
1, 2by finadvnj » Fri Jan 22, 2010 8:14 am - 58 Replies
- 39968 Views
- Last post by David F. Sterling, Esq.
Tue Jan 25, 2011 4:51 am
- Should Annuities be Used in Retirement Accounts?
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- FINRA as the Officiating Team for RIAs
by dontrone » Fri Jan 21, 2011 11:11 am - 4 Replies
- 5602 Views
- Last post by the observer
Fri Jan 21, 2011 7:50 pm
- FINRA as the Officiating Team for RIAs
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- Smart Office vs ACT vs etc.
by ashworth1025 » Mon Jan 10, 2011 4:00 pm - 0 Replies
- 4869 Views
- Last post by ashworth1025
Mon Jan 10, 2011 4:00 pm
- Smart Office vs ACT vs etc.
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- Structured Annuities - Talk about market timing!
by rey123 » Mon Nov 01, 2010 4:50 pm - 0 Replies
- 5321 Views
- Last post by rey123
Mon Nov 01, 2010 4:50 pm
- Structured Annuities - Talk about market timing!
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- Fixed Index Annuity
by FBN2010 » Wed Oct 20, 2010 6:22 pm - 0 Replies
- 5024 Views
- Last post by FBN2010
Wed Oct 20, 2010 6:22 pm
- Fixed Index Annuity
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- As Old as the Written and Spoken Language
by dontrone » Fri Oct 01, 2010 12:55 pm - 0 Replies
- 6150 Views
- Last post by dontrone
Fri Oct 01, 2010 12:55 pm
- As Old as the Written and Spoken Language
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- Weighted average cost of capital - problem we can't solve!!
by Jus » Fri Jul 30, 2010 5:50 pm - 0 Replies
- 5411 Views
- Last post by Jus
Fri Jul 30, 2010 5:50 pm
- Weighted average cost of capital - problem we can't solve!!
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- IRS Valuation of a VA with GMIB & Enhanced Death Benefit
by bobo9999 » Sun Jul 25, 2010 6:34 pm - 1 Replies
- 5446 Views
- Last post by Bradly T.
Mon Jul 26, 2010 9:22 am
- IRS Valuation of a VA with GMIB & Enhanced Death Benefit
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- Some advice on client 409A plan
by Scott M. » Tue Jul 13, 2010 3:30 pm - 2 Replies
- 6087 Views
- Last post by Scott M.
Fri Jul 23, 2010 5:44 pm
- Some advice on client 409A plan
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- Fixed account inside VA
by MBA Brian » Sun Jul 11, 2010 6:32 pm - 5 Replies
- 5739 Views
- Last post by MBA Brian
Tue Jul 13, 2010 12:58 am
- Fixed account inside VA
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