Brothers from another mother. | Copyright Christian Petersen, Getty Images | Photo by Jim Tweedie
You probably wouldn’t think NFL coaches and portfolio managers have much in common, but MarketWatch contends that both are high-profile, high-t...
You may discuss your clients’ mortgage, monthly payments and home equity only briefly, and perhaps enter the data into a box on their financial planning questionnaire, never to be revisited again. But ignoring this portion of a client&rsquo...
Are these your clients? | Copyright Joe Raedle, Getty Images
Take a look at your clients. Are they fat? In good shape? Now look at their portfolios. See any correlation? According to a new study performed by TD Bank, the more physically fit someo...
Rule 1. A gift of long-term appreciated tangible personal property to a public charity for a related use is deductible at fair market value (FMV)...
Does it make sense in terms of Social Security benefits?
Assets continue to flow to donor-advised funds, but there’s a drumbeat for reform of these vehicles. And that could impact how advisors use them.
Saints owner Tom Benson's family challenges his mental capacity
Social Security reform is coming - the only question is when, and what will be done to get the program’s finances in order.
