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.
Junior Achievement's Financial Literacy Approach
By Savita Iyer-AhrestaniAs CEO of Junior Achievement, Jack Kosakowski helps empower families to have the sometimes awkward but important conversations about money management.
July 28, 2016
Americans’ Financial Satisfaction Highest Since 2007: CPA GroupBut Brexit may mean more pain for consumers going forward, AICPA says.
July 26, 2016
Fidelity Charitable Wants to Help Advisors Provide Philanthropy ServicesThe new program provides education and counseling to help advisors incorporate philanthropic planning and sophisticated giving strategies into their service offerings.
July 26, 2016
Annuities as an RMD Answer: Navigating Potential PitfallsThere are valid reasons for an annuity-within-an-IRA strategy, but a poorly executed annuity purchase strategy can cause unnecessary expenses.
July 22, 2016
How to Save Retired Clients Thousands in Medicare CostsWealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
July 21, 2016
Fidelity, Schwab, NPT Report Strong Giving From Donor-Advised FundsOrganizations focused on education, cancer research, human services and feeding the hungry were among the main recipients of grants recommended by donors.
July 15, 2016
Tweaks to Reverse Mortgage Rules Could Reduce Defaults: Boston CollegeHUD changes implemented in 2013 and 2015 could trim default rates on reverse mortgages, a Boston College study found.
July 01, 2016
Innovation, Quality Data Are Key to Impact InvestingAdvisors must look for innovative business models and do deep analysis to design impact portfolios for clients, ESG investing experts say.