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.
17 Wealthy Families, Individuals Sign Gates-Buffett Giving Pledge
By Michael S. FischerThe pledge encourages billionaires to give the majority of their wealth to philanthropic causes.
July 26, 2016
Annuities as an RMD Answer: Navigating Potential PitfallsThere are valid reasons for an annuity-within-an-IRA strategy, but a poorly executed annuity purchase strategy can cause unnecessary expenses.
July 22, 2016
How to Save Retired Clients Thousands in Medicare CostsWealthier clients can save tens of thousands of dollars in Medicare premiums by using savings vehicles that the government doesn't consider in its income calculations.
July 21, 2016
Fidelity, Schwab, NPT Report Strong Giving From Donor-Advised FundsOrganizations focused on education, cancer research, human services and feeding the hungry were among the main recipients of grants recommended by donors.
July 15, 2016
Tweaks to Reverse Mortgage Rules Could Reduce Defaults: Boston CollegeHUD changes implemented in 2013 and 2015 could trim default rates on reverse mortgages, a Boston College study found.
July 01, 2016
Innovation, Quality Data Are Key to Impact InvestingAdvisors must look for innovative business models and do deep analysis to design impact portfolios for clients, ESG investing experts say.
June 30, 2016
Meet Advisor of the Year finalist David D. HollandDavid D. Holland of the Holland Financial Inc. has logged 19 years in the industry. During 2015, he was responsible for roughly $26 million in sales.
June 30, 2016
Meet Advisor of the Year finalist David D. HollandDavid D. Holland of the Holland Financial Inc. has logged 19 years in the industry. During 2015, he was responsible for roughly $26 million in sales.