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.
Using SUL To Lengthen A Boomer's Legacy
By Russel Jones, Michael ParkerMany boomer business owners are going to be looking to plan their exit strategies in the short years ahead. With careful analysis and evaluation, a well-planned strategy can help ensure they leave a legacy for their families and communities.
November 01, 2009
Marketing Is Everyone's JobTo harness young advisors' energy and motivation to help with marketing, and maximize their contributions to their firms, firm owners who employ NexGen advisors should...
November 01, 2009
Still TimeIn delivering a short history of the SRI movement, Steve Schueth, president of First Affirmative Financial Network in Colorado Springs, Colorado, explains that SRI originally...
November 01, 2009
The Green Advisor: SRI & Green Investing Grow Up"Socially Responsible Investing (SRI) has for decades remained on the fringe of strategic money management, routinely battling the perception that prioritizing an ethical or social...
October 31, 2009
10 ways you could be killing your online marketingOnline marketing is an easy and inexpensive way to build your business, but there are some things to keep in mind. Keith Webb outlines 10 missteps that could be your downfall.
October 21, 2009
Why Now Is a Good Time to Review Clients' Charitable Giving Strategies, Especially Private FoundationsGavin Morrissey finds it understandable that clients would want to reduce their charitable giving in difficult times.
October 19, 2009
Close The Case With Cash Flow AnalysisGiven today's economic climate, clients are more careful than ever about planning for the future.