In a CNBC Exclusive, Marvin Odum, President of Shell Oil Americas and Shell Oil Upstream Americas Director told Maria Bartiromo that Shell may be interested in some BP assets if the British oil giant is considering a sale of its assets.
Shell May Bid For BP’s Assets, If BP Sells

Having the conversion conversation
Answers to three questions can determine whether a Roth IRA makes sense

By Ed Slott
June 6, 2010 6:01 am ET
Although the Roth conversion isn’t for everyone, financial advisers must have the conversion conversation with every client who qualifies. if you aren’t discussing conversion now, you can bet that some other adviser is.
In helping clients decide whether to convert assets from a regular individual retirement account to a Roth IRA, advisers should keep in mind that this year may be the last opportunity to reduce taxes …

With the great Recession remaining at the top of everyone’s minds (notwithstanding economists who say it’s over), an unemployment rate exceeding 9%, an underemployment rate far higher, and a correction in the stock market, it’s not surprising so many people remain out of the equities.
But that’s probably not the best long-term strategy.
Despite the crazy ups and downs of the stock market, alternative investment options are unlikely to provide any better rate of return over the long-term.? Now, I’m not stupid -? I’ve read the countless articles you have which point …

Bayside, NY, June 08, 2010 –(PR.com)– Mr. Tarulli designed the segment “to get people thinking” about the advantages of a professionally designed financial plan. Mr. Tarulli states “Every person deals with financial planning to some degree, with or without a professional financial advisor. Financial planning is necessary to help manage income, build assets, and ensure a comfortable lifestyle following retirement.” considering the magnitude of this task, Mr. Tarulli asks, “Why isn’t it common practice to consult a financial advisor, an expert in this field, as you would a doctor?” Mr. …

If you?re a parent who?s been hit with financial body blows because of a job loss, depreciated assets or even just higher-than-expected tuition, you may be worried about how to pay the college bills coming due now.

Jennifer Openshaw: Got a steep college bill? What to do now

As someone who worked hard for your money and investments, you need to know what questions to ask your financial adviser. it is not enough to simply put your money in the hands of another person, without first understanding the person and how he or she works. Any financial professional you work with should be ready to answer your questions and tell you the time to clarify your options and make the market.
Know what the most important questions will help you optimize your time and the potential of your …

As someone who worked hard for your money and investments, you need to know what questions to ask your financial adviser. it is not enough to simply put your money in the hands of another person, without first understanding the person and how he or she works. Any financial professional you work with should be ready to answer your questions and tell you the time to clarify your options and make the market.
Know what the most important questions will help you optimize your time and the potential of your …

Thomas Moran, Managing Director-Investments and founding member of the Moran Asset Management Group of Wells Fargo Advisors
Thomas Moran, Managing Director-Investments and founding member of the Moran Asset Management Group of Wells Fargo Advisors, has been named to Barron’s seventh annual list of America’s top 100 financial advisors. An interview with Moran, who is ranked number 49, is featured in the April 19 issue of the publication.
Moran’s top 100 honor follows his previous recognition by Barron’s in its “America’s top 1,000 Advisors in the United States,” a state-by-state ranking …

The rules governing eligibility requirements for converting a traditional Individual Retirement Account (IRA) or rollover from a qualified employer plan to a Roth IRA have changed.
A Roth IRA offers certain tax benefits different from traditional IRAs or qualified retirement plans. while contributions to Roth IRAs are not tax deductible on a taxpayers federal income tax return, Roth funds have the potential to grow income tax-free at the federal level.
Beginning Jan. 1, 2010, the $100,000 modified adjusted gross income ceiling that prevented many people from converting IRAs or rolling over …

Perhaps the popularity of the Barenaked Ladies song “If I had a Million Dollars” is due to the fact that most people don’t.? Nonetheless, the implication of many financial experts and most retirement planning calculators is that you’ll need that much to retire.
For example, one commonly held belief is that 4% is a safe withdrawal rate. in other words, as long as you withdraw 4% or less of your assets each year, you should never outlive your money.? Sounds good, of course, until you realize that your desire to live …