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.
Are you still a terrible listener?
By Melanie WilliamsHere are some of the ways poor listening skills can put you at a disadvantage in todays business world.
June 24, 2015
For elderly fraud victims, biggest toll is emotionalBeing taken advantage of by a family member compounds the emotional impact of fraud.
June 23, 2015
For Elderly Fraud Victims, Biggest Toll Is EmotionalAICPA has some advice to help protect older clients who just cant say no to relatives.
June 22, 2015
Why financial literacy is more important than a universal fiduciary standardIf the public already believes all advisors operate under a fiduciary standard, does regulators making it so even matter?
June 22, 2015
Why financial literacy is more important than a universal fiduciary standardIf the public already believes all advisors operate under a fiduciary standard, does regulators making it so even matter?
June 17, 2015
Charitable Giving Set Record in 2014, Growing 7.1%Americans donated an estimated $358 billion to charity in 2014, edging past the 2007 record of $355 billion, Giving USA reported.
June 15, 2015
Case studies in freakish behavior at MDRT’s 2015 annual meetingAll professionals could do better by finding the data that reflects how people respond to incentives.
June 15, 2015
The 401(k) Loan: Friend or Foe for Clients?Borrowing from a 401(k) plan is often a taboo subject for clients, but there are many scenarios where a client will need to borrow funds.