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.
When Doing Good Is Bad
By Angie HerbersFinancial enabling is a problem that manyif not mostfinancial advisors often help their clients deal with.
May 23, 2013
Program-Related Investing Has Yet to Attract FoundationsProgram-related investments can help foundations achieve their charitable goals while generating financial returns, but U.S. foundations have been slow to adopt their use.
May 22, 2013
Andy Friedman: Which Wealth Transfer Tactics Will Survive Congress?Act now to transfer wealth, Washington Update analyst Andy Friedman warns, because Congress is likely to close some loopholes while forging a budget compromise needed to raise the debt limit.
May 16, 2013
IRS Scandal Has Charities Worrying About ‘Collateral Damage’Charitable nonprofits worry that investigations revving up in Washington over the IRS' targeting of conservative groups will further delay applications for tax-exempt status and impede their activities.
May 07, 2013
The cost of critical illness would probably crush your financesNine out of 10 Americans are not financially prepared for a critical illness diagnosis within their family.
May 06, 2013
Advisor Group Unveils Initiative to Help Women Advisors Grow Their PracticeThe AIG-owned Advisor Group is putting its power behind an initiative to help women advisors grow their business in an admittedly "male-dominated industry."
May 05, 2013
‘Time Saving Techniques’ That Add Value for ClientsWhat can you do to save time if you don't want to put outsourcing burdens on your clients?
May 04, 2013
How Does a Planner's Brain React to Change? Judith Glaser Tells the TalePeople experience change differently when they have healthy conversations about change, says expert.