The QCD: More Valuable Than Ever
Navigating new tax law when it comes to earmarking Qualified Charitable Deductions is part of an important client conversation.
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Charitable Giving in Retirement
New research has uncovered some surprising findings about giving in retirement, which may help advisors craft better estimates for charitable giving expenses during retirement.
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Networking with a Personal Injury Attorney
Among the many ways to grow your practice, a standard recommendation is to network with Centers of Influence (COI). One of the most overlooked COIs with whom advisors can partner may be personal injury lawyers.
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Why Americans Fail to Save for Retirement, and What You Can Do About It
Americans are simply not saving enough for retirement. In fact, many Americans may face retirement with little to nothing in savings.
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How Many of Your Clients Have a Power of Attorney?
Clients might be reluctant to execute a power of attorney because of misconceptions. It’s important to educate them of the importance to have one in place.
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