The best investment marketing campaign I've seen are the new CFP Board ads. The ads (click here to watch) portray a well-dressed, earnest young professional talking to potential clients. After throwing out a few pieces of financial-speak such as "401(k)s...
Suppose you need cash for a medical emergency. You can tap your IRA, especially if you plan to repay your account. The key is to repay the money within 60 days. In IRS jargon, that is an IRA-to-IRA rollover. Investor’s...
