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.
Charitable donations
By Staff Writer$295,000,000,000 - According to Giving USA 2007, the amount U.S. donors gave directly to charitable causes in 2006. 40 - The percentage of affluent Americans that...
May 01, 2008
Further MomentumIf your clients haven't already asked about socially responsible investing (SRI), they probably will in the near future. SRI has established itself firmly as a...
April 18, 2008
Financial services mail bomber raises security concernsDo you open your office mail without giving it a second thought? If so, you may want to get more cautious. That's because a person nicknamed "the Bishop" sent threatening letters and two pipe bombs in the past two years to several Midwest financial
April 17, 2008
Financial services mail bomber raises security concernsDo you open your office mail without giving it a second thought? If so, you may want to get more cautious. That's because a person nicknamed "the Bishop" sent threatening letters and two pipe bombs in the past two years to several Midwest financial
April 11, 2008
What kinds of direct marketing are most likely to attract your attention?Walter T., 67Tempe, Ariz."I get to spend a lot of time online now that I'm retired, and I notice that a lot of the sites I visit have ads for financial services or free seminars. I clicked on one of those once because it offered a free gift card
April 01, 2008
No More Mr. Nice GuyFor 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 31, 2008
The truth about lyingSome people can't tell a lie, others can't tell the truth, and unfortunately, most people can't tell the difference. Can you tell when someone is pulling the wool over your eyes? Whether you're a homicide detective questioning a suspect, a manager
March 16, 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...