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.
The New Domino Theory: SFSP Likes Collaboration
By Warren S. HerschPhoenixOne response to the increasing fragmentation of the financial services community in recent years has been partnering among its various players. The benefits of ...
August 31, 2005
Building A Socially Responsible Nest EggBoomers want peace of mind and ease of livingMany boomers can rest easy at night in the simple knowledge that they have enough capital ...
August 04, 2005
Making Scripture Part Of The PlanThe next time you care to lend a historical perspective to a discussion about saving and investing, you might recount well-worn stories about the ...
August 03, 2005
Making Scripture Part Of The PlanThe next time you care to lend a historical perspective to a discussion about saving and investing, you might recount well-worn stories about the ...
June 30, 2005
How To Add Spine To The Wavering ClientRejection by a prospective client is seldom a happy experience. What can make the rebuff doubly difficult is when the prospect is the dithering ...
June 29, 2005
How To Add Spine To The Wavering ClientRejection by a prospective client is seldom a happy experience. What can make the rebuff doubly difficult is when the prospect is the dithering ...
June 14, 2005
Take A Financial Planning ApproachProducers who focus exclusively on the executive benefits market would do well to consider a comprehensive approach that includes estate planning, financial planning and ...
June 01, 2005
Theres No Stand Like A GrandstandThere's No StandLike A GrandstandExcept for congratulating itself, there is nothing that Congress--and, in particular, the United States Senate--enjoys so much as excoriating witnesses ...