(istockphoto.com)

Bank of Tomorrow

New sources for business loans

Banks are running up against some odd new competitors these days. Big box retailer Costco is advertising mortgages. Wal-Mart has issued its own debit card. Amazon is offering loans to merchants in its online marketplace.

Feb 12, 2013 Robert Celaschi
Sean O’Brien, financial adviser, and chair, Metro Edge at Northstar at Tahoe

The Millennial 1%

Affluent YPs are a new breed of consumer

When he’s not jet-setting to Tahiti or hobnobbing with his best friend Tom Cruise*, Sean O’Brien is just a regular guy. He’s 29, single, never pays full price when shopping online and likes to snowboard with friends in Tahoe. 

Jan 1, 2013 Mike Graff

Will to Live

How proper planning can impact the quality of your final days

Many of my estate-planning clients grasp the importance of wills, living trusts and financial powers of attorney but feel unprepared when the conversation turns to quality-of-life for their final years.

In the 1970s and again in the 1990s, the nation became engrossed with end-of-life issues when the media grabbed hold of the stories of Karen Ann Quinlan and, later, Terri Schiavo.

Sep 1, 2012 David L. Kelly
(istockphoto)

Degree of Difficulty

The life-altering burden of diploma debt

Fluff the pillows and stock the fridge because, chances are, your adult kids are coming home. Nearly one-third of Americans age 25 to 34 have lived with their parents in recent years, according to a 2011 study by Pew Research Center. But before you start blaming a generation of millennials — known for their unearned trophies and sense of entitlement — remember it’s the generations past who wrought an economy with tuition hikes and growing unemployment.

Jul 1, 2012 Stephanie Flores