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.
Retirees Need to 'Get Comfortable' Holding Less Cash, Fixed Income: Michael Crook
By Jane Wollman RusoffWhile retirees should hold some safe assets for when they need to spend, fixed income isn't going to see much return, the strategist says.
December 20, 2021
Innovator Capital's Bruce Bond Weighs In on Risks, Opportunities in an 'Uncertain Market'The PowerShares co-founder also explains how financial advisors can be a "clear voice" for clients in the face of volatility.
December 16, 2021
How Younger Donors Are Changing Charitable Giving: Wells FargoIn a recent survey, 46% of participants said they had used newer ways of giving this year.
December 16, 2021
How to Discuss SRI, ESG and Impact Investing With Your ClientsSustainable and responsible investing is a polarizing topic.
December 15, 2021
What to Do When Your Married Clients Can't Agree on Retirement PlanningHere's how to advise couples who don't agree about money matters like retirement timing, Social Security claiming and risk tolerance.
December 14, 2021
12 Questions to Ask Clients in DecemberFrom capital gains issues to RMDs, charitable contributions and year-end financial gifts, there are plenty of reasons to reach out to clients right now.
December 13, 2021
RMD Planning for 2021 and BeyondA client's tax situation and whether or not they need money from the RMDs are key factors to consider.
December 13, 2021
Foundation for Financial Planning Sets $5M Fundraising Goal for Pro Bono ProgramsFFP develops and funds programs that connect certified financial planners to those who need help.