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.
Top 20 Colleges With Most Billionaire Alumni
By Michael S. FischerYou don't have to have a college degree to become a billionaire, but these schools, mostly in the U.S., have churned out many of them.
October 29, 2014
Tavakoli Turns Her Fire From Crony Capitalists to Muslim FundamentalistsNew book by structured finance expert discusses the Unveiled Threat of a woman who knows how to follow the money.
October 29, 2014
Under the Hood: What You Need to Know About Wills, Pt. I: The ChecklistFinancial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.
October 28, 2014
Are you maxing out on charitable giving? [Infographic]Charitable giving is not only a "good" thing to do; it's smart for retirement planning as well.
October 23, 2014
Post-Recession Corporate Giving Increased at Biggest CompaniesSixty-four percent of the world's biggest companies increased their corporate philanthropy from 2010 to 2013, according to a report.
October 22, 2014
Top 25 U.S. Charities: 2014The Chronicle of Philanthropy ranks the top charities by private donations, with four of the top 10 DAFs, including those of Fidelity, Schwab and Vanguard.
October 22, 2014
Millionaires Are Giving Back, but They’re Not Happy About ItMany philanthropists are unsatisfied with the impact their time and money have on the causes they support.
October 20, 2014
'Tis better to give. Period.While money is important, it cannot buy purpose, significance or overall satisfaction.