Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
5 things you should know about e-marketing
By John ScrantonAn agency owner tried to launch an e-marketing campaign. He used a marketing firm's e-mail platform, and purchased 30,000 e-mails from a vendor they suggested. He received no opportunities--only spam complaints.
October 31, 2010
Republicans and Democrats Spar Over Tax Cuts, Economy as Election NearsAs the hours dwindle down to Tuesday's election, the talk Sunday from the likes of Sen. Robert Menendez (D-N.J.) was about the economy, tax cuts and the deficit.
October 30, 2010
Turn lunch into great referralsWith do-not-call regulations, personal introductions are more important than ever. Host a "lunch and learn" as a productive way to meet prospects.
October 29, 2010
SEI Quick Poll: Upcoming Elections Breed ‘Fear and Uncertainty’ Among InvestorsNearly half of financial advisors believe the upcoming elections have created "fear and uncertainty" among their clients, according to an SEI Quick Poll released Friday.
October 28, 2010
'Money' personalities: 4 more to identifyWe started talking about "money" personalities last week. Curtis Smith, CFP, says that becoming familiar with your clients' money personality can help you better understand them, their motives, and the best way to approach working with them.
October 26, 2010
Prioritize your to-do list: Toughest tasks firstLast week we shared Jack Canfield's method of using mind-mapping to help reach your goals. The next step is to convert all of the to-do items on your mind-mapped list into daily action items.
October 26, 2010
Why Not Do a Roth Conversion?New tax laws for 2010 removed the income cap for IRA-to-Roth IRA conversions, presenting financial advisors and their clients with an interesting opportunity for investing in Roth IRAs.
October 26, 2010
TARP Watchdog Eyes AIG Aid MathThe Troubled Asset Relief Program auditor is questioning recent U.S. Treasury Department projections of the performance of government investments in American International Group Inc.