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.
Survey: Boomers With Advisors Feel Better
By Staff WriterAccess to professional help may increase the odds that Americans ages 45 to 64 will be optimistic about their long-term financial health.Researchers at Thrivent Financial ...
October 01, 2008
The Dawning of an IndustryWith gas prices and foreclosures at an all-time high, debt levels soaring, and paltry savings rates that Americans are infamous for, consumers are in dire...
September 30, 2008
MassMutual/Financial Professionals Donate More Than $500,000 to Non-Profit Organizations Across the CountryMassachusetts Mutual Life Insurance Company (MassMutual), Springfield, Mass., has announced it has donated more than $500,000 through the company's matching gift program for its network of financial professionals, and also awarded eight $10,000
September 30, 2008
It's better when you giveOne of my favorite quotes is, "Help people get what they want, and you will get more of what you want." A large percentage of our clients come to us because they were referred by a friend who is also a client. People will be much more
September 21, 2008
Administration Proposes $700 Billion Financial Services Rescue PlanThe United States government--both the Administration and the Congress--began moving over the weekend of Sep. 20-21 to "address the underlying problem" in the financial system,...
September 15, 2008
SOA Changes Voting RulesThe Society of Actuaries will be giving associate members more of a say in running the group.The SOA, Schaumburg, Ill., says SOA fellows have agreed ...
September 08, 2008
Pru Backs Volunteers With GrantsAn affiliate of a financial services company has rewarded company employees who work for nonprofit groups by giving $466,250 in cash to those groups.The Prudential ...
September 04, 2008
A Philanthropic Generation"Not only are young millionaires giving more than older generations, they are giving more than they have in the past," said Marguerite Griffin, national director of Philanthropic Services for Northern Trust, in announcing the results of some new Northern Trust research on charitable giving. In fact, the third annual "Wealth...