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.
Firm Markets Plan Participant Training
By Staff WriterA financial representative has established 401KTrainers.com Inc., a firm that can help employers educate 401(k) plan members about their plans.
December 31, 2008
A bold new yearWe know the news about the economy and most of it isn't good. Everywhere you look, companies are tightening their belts, asking for bailout money and downsizing. But there's always that silver lining. As we step into the new year,
December 18, 2008
Philanthropy and the Family: Exploring the links between charitable giving and family dynamicsArchive from the web seminar series "Coping With the Wall Street Crisis", 12/18/08.
December 01, 2008
What Is SRI?The socially responsible investing (SRI) movement has been gathering momentum for the last 20 years or so. According to the 2008 PRI Report on Progress...
December 01, 2008
Catching Up With KSU's John GrableFor financial planning professionals who want to pursue a PhD, the task can be daunting. However, starting in summer 2009, Kansas State University in Manhattan,...
December 01, 2008
DAF or Foundation?"Many of my clients have wealth that is newly made or created," says Lisa Kirchenbauer, head of Kirchenbauer Financial Management & Consulting in Arlington, Virginia....
November 30, 2008
Producers excelling despite economic woesAlthough the economy has hit a full-blown recession, according to government reports, independent advisors have been faring very well. A LIMRA survey conducted last month with nearly 700 producers found that advisors are making the best of tough
November 30, 2008
Helping with your own local bailout effortAt the time I'm writing this, Americans are furious about the recent Wall Street bailout. At a time when many are economically pinched, they are outraged that politicians would consider giving the very companies that created the financial mess