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.
Boomer advisors too reluctant to broach charity topic
By Staff WriterThe United Nations recently scolded Americans for not giving enough to poor countries, but here's a simple fact to make us all feel better; more...
April 17, 2008
Financial services mail bomber raises security concernsDo you open your office mail without giving it a second thought? If so, you may want to get more cautious. That's because a person nicknamed "the Bishop" sent threatening letters and two pipe bombs in the past two years to several Midwest financial
April 11, 2008
What kinds of direct marketing are most likely to attract your attention?Walter T., 67Tempe, Ariz."I get to spend a lot of time online now that I'm retired, and I notice that a lot of the sites I visit have ads for financial services or free seminars. I clicked on one of those once because it offered a free gift card
April 01, 2008
No More Mr. Nice GuyFor me, one of the most gratifying benefits of having been around the financial advisory industry for a long time is when old friends do...
March 31, 2008
The truth about lyingSome people can't tell a lie, others can't tell the truth, and unfortunately, most people can't tell the difference. Can you tell when someone is pulling the wool over your eyes? Whether you're a homicide detective questioning a suspect, a manager
March 16, 2008
A Financial Planner Tells All...Over 38 years in financial services, I thought that learning the tools and techniques of charitable planning would lead my clients to take the necessary steps to implement the...
March 15, 2008
A Financial Planner Tells All...Over 38 years in financial services, I thought that learning the tools and techniques of charitable planning would lead my clients to take the necessary steps to implement the...
March 04, 2008
Mistakes I've MadeOver 38 years in financial services, I thought that learning the tools and techniques of charitable planning would lead my clients to take the necessary ...