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.
Helping with your own local bailout effort
By Steven McCartyAt 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
November 10, 2008
Survey: Boomers With Advisors Feel BetterAccess 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 ...
November 04, 2008
Genworth, StanCorp Announce DividendsTwo large financial services companies today said they will maintain or increase dividend payments.Genworth Financial Inc., Richmond, Va., says it will pay a quarterly dividend ...
October 01, 2008
Listing of Pooled Income Fund SponsorsLife Income Funds of America www.lifeincomefund.org Fidelity Charitable Gift Fund www.charitablegift.org Raymond James Charitable Endowment Fund www.myfamilyfoundation.org American Red Cross www.redcross.org/donate/plngiv/pooled.html Harvard University Planned...
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,...