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.
4 Financial Planning Profiles That Determine Consumers’ Future Success
By John SullivanIn something of a surprise, new research by the CFP Board and the Consumer Federation of America says about nine in 10 households are engaged in financial planning.
September 11, 2013
The America's Cup & What Not to Learn from Larry EllisonWhat Donald Trump is to the East Coast, Larry Ellison is to the West Coast, and it aint' pretty.
September 10, 2013
The Benefits to Clients From the Deferred Income Annuity Sales BoomDeferred income annuities are experiencing a sales growth spurt in the market, which has motivated insurance carriers to design products to meet individual clients needs.
September 09, 2013
Wealthy Investors Skeptical of Companies’ Socially Responsible ClaimsAffluent investors tend to be skeptical of companies that proclaim they have a socially responsible strategy, wondering whether this is simply a public relations gimmick.
September 06, 2013
4 concerns about donor-advised funds — and how to overcome themA donor-advised fund could be a great way for your clients to leave a legacy. Here's how to convince them.
September 06, 2013
4 concerns about donor-advised funds — and how to overcome themA donor-advised fund could be a great way for your clients to leave a legacy. Here's how to convince them.
September 05, 2013
Google Finds Donors Start Researching Charities in Earnest in SeptemberAs the year-end giving season approaches, nonprofits may be well advised to rev up their online fundraising efforts in September rather than wait until Thanksgiving.
September 03, 2013
Top 10 Most Generous StatesA new study by The Chronicle of Philanthropy has found a huge divide in generosity across the country.