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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Posted by Melissa Dolber-Grappone | Mar 5, 2019 |
Navigating new tax law when it comes to earmarking Qualified Charitable Deductions is part of an important client conversation.
Read MorePosted by Melissa Dolber-Grappone | Feb 28, 2019 |
New research has uncovered some surprising findings about giving in retirement, which may help advisors craft better estimates for charitable giving expenses during retirement.
Read MorePosted by Kimberly A. Branch, CFP® | Feb 26, 2019 |
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.
Read MorePosted by Shauna Faulkner | Feb 19, 2019 |
Americans are simply not saving enough for retirement. In fact, many Americans may face retirement with little to nothing in savings.
Read MorePosted by Cliff Walsh, CFA | Feb 14, 2019 |
Hyperinflation is a debilitating economic phenomenon in which the money supply vastly exceeds economic output, leading to a collapse in the value of a national currency and igniting excessive inflation.
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