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.
A Financial Planner Tells All...
By Frank OconnorOver 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 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 ...
January 20, 2008
Rep. Baker Leaving Congress To Head Hedge Fund GroupRep. Richard Baker, R-La., one of the senior Republicans on the House Financial Services Committee, is giving up his seat in Congress to become head ...
January 20, 2008
Rep. Baker Leaving Congress To Head Hedge Fund GroupRep. Richard Baker, R-La., one of the senior Republicans on the House Financial Services Committee, is giving up his seat in Congress to become head ...
January 18, 2008
Kid ConnectionLenox Advisors, a firm based in New York, knows the importance of keeping in contact with clients' children. The firm launched the Lenox Money-Smart Kids Program--designed to help parents raise financially literate children--after high-net-worth clients requested more information on how best to discuss money and financial issues with their children.