1. Estate and Charitable Giving Planning For You And Your Clients
(Matching tags: year end tax planning,estate planning,legacy,tax planning,financial planning,philanthropy)

Rabbi Hillel said, “If I am not for myself, who will be for me?  But if I am only for myself, who am I?  If not now, when?”  Unless your clients are planning to spend all ...

2. Custodians Moving Toward Transition Financing, But For Now Schwab Leads The Way
(Matching tags: retirement plans,legacy)

Schwab Advisor Services has been making a splash this month by announcing that it will soon provide financing for junior advisors looking to buy out their retiring colleagues. But the other custodians ...

3. Introducing Web Sites That Focus On Trading Smiles Rather Than Stocks
(Matching tags: smile,client education,values,legacy,world economy,Social Media)

Hurricanes. Wall Street. Recession. Is there any good news? Yes, of course there is. Good stuff happens all the time but we hardly ever hear about it. Happily, however, a movement is afoot to change ...

4. Symbiotic Philanthropy
(Matching tags: planning,values,legacy)

Helping your local charities can be emotionally and financially rewarding for them and you.