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.
Kid Connection
By Kara P. StapletonLenox Advisors, a firm based in New York, knows the importance of keeping in contact with clients' children. The firm launched the Lenox Money-Smart Kids Program--designed to help parents raise financially literate children--after high-net-worth clients requested more information on how best to discuss money and financial issues with their children.
January 01, 2008
Big Brokers and PlanningNow 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
Making Charitable Initiatives a Win-Win for Your Community and Your BusinessFinancial representatives (F.R.) have a range of reactions to the idea of integrating philanthropy and volunteerism into their businesses. To some, it feels like two ...
December 12, 2007
Making Charitable Initiatives a Win-Win for Your Community and Your BusinessFinancial representatives (F.R.) have a range of reactions to the idea of integrating philanthropy and volunteerism into their businesses. To some, it feels like two ...
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...