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.
No More Mr. Nice Guy
By Bob Clark, Bob ClarkFor me, one of the most gratifying benefits of having been around the financial advisory industry for a long time is when old friends do...
March 15, 2008
A Financial Planner Tells All...Over 38 years in financial services, I thought that learning the tools and techniques of charitable planning would lead my clients to take the necessary steps to implement the...
March 04, 2008
Mistakes I've MadeOver 38 years in financial services, I thought that learning the tools and techniques of charitable planning would lead my clients to take the necessary ...
March 04, 2008
Mistakes I've MadeOver 38 years in financial services, I thought that learning the tools and techniques of charitable planning would lead my clients to take the necessary ...
March 01, 2008
Web-Savvy SeniorsIf you believe the stereotype that only relatively young people spend quality time online, you're apparently mistaken. A new survey by Spectrem Group found that...
February 29, 2008
Personal practice makes perfectThe next element in closing the sale is the element of powerful presentation and a three-option close. Remember this: some of the best-paid performers in the world are top-notch salespeople. These top people have one thing in common, when they give
February 10, 2008
What Is A Donor Advised Annuity Program?A major problem for today's nonprofit organizations is the potential they face of having to cut back on outreach programs, or even close down, due ...
February 10, 2008
What Is A Donor Advised Annuity Program?A major problem for today's nonprofit organizations is the potential they face of having to cut back on outreach programs, or even close down, due ...