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.
Getting Clients to Follow Your Advice: The Power Struggle
By Olivia MellanAs Kol Birke reminds us, people change their minds not when youre talking, but when theyre talking.
March 04, 2014
5 Commonly Overlooked Tax Planning StrategiesHere are a few tips that will make the road to April 15 less painful and will potentially save your clients money.
February 28, 2014
Getting Clients to Follow Your Advice: The Passive SpouseOlivia Mellan and Kol Birke on what to do when one member of a client couple just won't get engaged in the planning process.
February 25, 2014
15 Most Generous American Donors in 2013The Chronicle of Philanthropys annual ranking of the top 50 donors to charitable causes showed contributions rose 4% over 2012.
February 24, 2014
Working With WidowsIt shocked me to learn recently that widows are one of the fastest-growing segments of the U.S. population. The Census Bureau says they numbered almost 12 million in 2011, and their ranks are growing by nearly 1 million every year.
February 20, 2014
Millennials a ‘Lost Generation of Investors’: MFSThese "recession babies" invest more conservatively than even their grandparents, the MFS Investor Sentiment Survey found.
February 06, 2014
U.S. Nonprofits’ Ineptitude at Online Fundraising Is Costing ThemNew study finds that charities could improve fundraising by adopting best practices.
January 31, 2014
Why clients aren't providing referralsOne-quarter of investors believe their advisor has not earned the right to receive a referral.