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Helping Families Make The Most Of Their Philanthropy

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Philanthropy is much more than making donations.

Moving Toward The Practice Of The Future

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The financial services industry has rapidly discovered new processes and unearthed untapped possibilities.

There Should Be Nothing Cryptic About Cryptocurrency In An Estate Plan

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Crypto-assets should be documented in estate plans.

Supporting Diversity And Inclusion Is Good Business

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A diverse workforce brings richer perspectives, aids employee engagement and enhances a company’s performance.

Maybe Vaccine Line-Jumping Isn't So Bad

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Shorter queues and inconsistent eligibility rules are changing how we think about cheating the Covid vaccine system.

Hedge Rising Taxes With Overfunded Life Insurance

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Taking action to position your clients’ wealth for a rising tax environment has never been more urgent.

Look Back On Your Accomplishments

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It’s useful to “take stock” and look back on all you have accomplished.

The Risk Of Letting Big Finance Write Its Own Climate Rules

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Big financial institutions are getting directly involved in developing climate standards.

Successfully Changing California Residency For Tax Purposes

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Changing one’s state of residency/domicile for state income tax purposes can be complex under the law.

Vaccine Passports Don’t Have To Work To Be Effective

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The U.S. should develop a system to verify vaccinations but not necessarily use it.

The Inflation Scare Is Missing Some Inflation

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Stocks are more concerned about a rise in yields, though a repeat of the taper tantrum looks to have been avoided.

SEC Goes After Analyst Foreshadowing

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Also GameStop, corporate Bitcoins and gift-card taxation.

An Easy Analogy To Show Your Value To HNW Prospects

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Use this analogy to help clients understand the value of professional advice.

Remembering Sylvia Porter

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For more than 50 years, Sylvia Porter was a financial columnist who dispensed middle-class investment advice.

The New Post-Pandemic Retirement Life For Both Advisors And Clients

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A number of trends are unfolding that will continue to shape our society, the economy and businesses of the future.

How The Evolution Of Apple's Value Impacts Us All

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Demonstrating your value to your current clients builds trust with them.

How Technology Can Simplify Annuities To Help Fight A Retirement Crisis

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Technology platforms are providing financial professionals a turnkey, out-of-the-box annuities solution.

Congress’s Infrastructure Plan Must Put Climate First

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It’s dangerous to allow the spending debate to prioritize the federal deficit.

Nine Ways Advisors Get Discovered By Prospects

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You also want to learn how you were discovered when a new client comes to you.

Wills, Trusts And Tax Planning For Adjudicated Disabled Persons And Minors

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Some states allow certain limited guardianship estate planning at common law.

[1]  57 58 59 60 61 62 63 64   [188]