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.
Big Brokers and Planning
By Kate McBrideNow that fee-based brokerage accounts are forbidden, some major brokerage firms are finding that the shift to investment advisory accounts, financial planning, and the Certified...
December 12, 2007
Giving: S.C. Blue, WellPointA charity affiliated with Blue Cross Blue Shield of Carolina has announced $2.9 million in grant awards.The BlueCross BlueShield of South Carolina Foundation, an arm ...
December 04, 2007
Scams still target seniorsThe individuals who run scams on the general public, and seniors specifically, look to prey on people's generosity toward less-fortunate groups, police and firefighters, and those hit by disaster. They sound official when they call, accept donations
December 01, 2007
Ask and ye shall receiveWho? What? When? Where? Why? How? Those six questions are the keys to getting to the bottom of any story. Journalists live by them and make entire careers out of them. Six simple words with question marks after them. Children, much to the
December 01, 2007
ExpectationsTo quote Johnny Mathis, "It's the most wonderful time of the year." In fact, if you close your eyes and take a deep breath, you can...
December 01, 2007
A Matter of PrincipleAsk any group of advisors what first attracted them to the profession or where they find the greatest job satisfaction and the most common answer...
November 30, 2007
Ask and ye shall receiveWho? What? When? Where? Why? How? Those six questions are the keys to getting to the bottom of any story. Journalists live by them and make entire careers out of them. Six simple words with question marks after them. Children, much to the
November 27, 2007
Help Your Clients By PuttingAlmost nothing beats a charitable remainder unitrust and wealth replacement life insurance trust combination for escaping capital gains, estate, and income tax liabilities. The CRT ...