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 Clients Leave Positive 'Tracks'
By Peter A. RadloffHelping Clients Leave Positive TracksThere is an old Native American proverb that states, "We will be known forever by the tracks we leave." You may ...
November 20, 2003
What Financial Planners Clients LoveByPhiladelphia When a presentation is entitled ": The Four Keys To Growing Your Business," a financial professional would have to be pretty incurious not ...
November 06, 2003
How Planners See The Future Of The ProfessionHow Planners See The Future Of The Profession ByPhiladelphia Hundreds of financial planners jammed a 7 a.m. session here to hear what four prominent planners ...
November 06, 2003
Prospecting Ideas For AdvisorsBy"Thars gold in them thar hills!" You still can almost hear the echo of those words shouted over 100 years ago as miners young ...
November 01, 2003
Artful PlacementMany planners will tell you that advertising is for the birds, but Cynthia conger's firm takes advertising seriously. "My advice about advertising is, identify the...
November 01, 2003
PathfinderMillard Fuller thought he'd given his young wife Linda everything she could possibly want. With a posh home in a tony neighborhood (and a maid...
September 01, 2003
Facilitating the ConversationThe FPA Retreat is a chance for members, including the leaders, pioneers, and deep thinkers of the Financial Planning Association, to get together in a...
July 25, 2003
FASB Puts Accounting Statements On WebNU Online News Service, July 25, 2003, 2:45 p.m. EDT -- The Financial Accounting Standards Board, Norwalk, Conn., has posted its statements about accounting ...