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.
Helping Boomers To Start Talking About Money
By Linda KocoOften, older baby boomers have a hard time opening up and taking about money, especially their own money and their personal money plans, say several ...
September 01, 2006
Board to Death: ReloadedOne the things I love most about covering financial planning is the CFP Board. They may be the worst thing to happen to the planning...
August 13, 2006
Affluent Put Insurance Low On One-Stop ListWealthy consumers list "investment advice" first when asked about the services they want to get from their primary financial firm.Researchers from Spectrem Group, Chicago, a ...
August 08, 2006
Affluent Leave Insurance Off One-Stop ListWealthy consumers list "investment advice" first when asked about the services they want to get from their primary financial firm.Researchers from Spectrem Group, Chicago, a ...
August 01, 2006
FPA Honors Texas PlannerThe Financial Planning Association is giving the 2006 P. Kemp Fain Jr. Award to Bill Carter.The FPA, Denver, gives the award to an individual member ...
August 01, 2006
Ameriprise Dream Book A Surprise Marketing HitTaking a cue from its former parent company -- American Express -- Ameriprise Financial is devoting a large chunk of its resources to marketing. In...
July 31, 2006
FPA Honors Texas PlannerThe Financial Planning Association is giving the 2006 P. Kemp Fain Jr. Award to Bill Carter.The FPA, Denver, gives the award to an individual member ...
July 01, 2006
What is Your Name?Have you ever considered what you would name yourself if the choice were yours and not your parents? If you could pick any name in...