Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
5 Commonly Overlooked Tax Planning Strategies
By Carleton EnglishHere are a few tips that will make the road to April 15 less painful and will potentially save your clients money.
February 24, 2014
Working With WidowsIt shocked me to learn recently that widows are one of the fastest-growing segments of the U.S. population. The Census Bureau says they numbered almost 12 million in 2011, and their ranks are growing by nearly 1 million every year.
February 20, 2014
Millennials a ‘Lost Generation of Investors’: MFSThese "recession babies" invest more conservatively than even their grandparents, the MFS Investor Sentiment Survey found.
February 06, 2014
U.S. Nonprofits’ Ineptitude at Online Fundraising Is Costing ThemNew study finds that charities could improve fundraising by adopting best practices.
January 31, 2014
Why clients aren't providing referralsOne-quarter of investors believe their advisor has not earned the right to receive a referral.
January 28, 2014
Americans Donated Record $417B in 2013Giving was up 13% over 2012, the Atlas of Giving reported; Schwab Charitable and Fidelity Charitable both reported big increases in grants to nonprofits.
January 27, 2014
God and the Advisor: Navigating Faith and FinanceAdvisors typically steer clear of religion, but some are paying closer attention to faith-based investing.