Richard J. Koreto

Displaying 5 results
YOUR PRACTICE PRACTICE MANAGEMENT DEC 05, 2010
Boston's knowledge economy a plus

In 2008, BusinessWeek magazine noted that Boston was one of the U.S. cities best equipped to ride out the recession, thanks to a near-perfect mix of industries that are not only stable but complementary

RETIREMENT RETIREMENT PLANNING NOV 21, 2010
New credential focuses on families with special needs children

INVESTING ALTERNATIVES NOV 07, 2010
Refinance roulette can send clients spinning out of control

Financial advisers whose clients are calling and saying, “Hey, I see that rates have fallen 1% below my current rate; shouldn't I refinance?” may have to remind them that though a 1% drop is considered enough reason to refinance, the homeowner still has to pay closing costs, and if they are planning to move soon, they may leave the home before they reach the break-even point

RETIREMENT LIFE INSURANCE AND ANNUITIES OCT 31, 2010
Gauging clients' need for insurance beyond the house and car

Clients know that it is necessary to buy homeowners insurance and car insurance, but too many leave it at that

NEWS INDUSTRY NEWS OCT 24, 2010
Special handling needed to protect the homestead

Family homes, because of their great value and emotional ties, are a challenge in estate planning and require special handling