While nearly eight in 10 donors expect to maintain or increase their charitable giving this year, nearly half of recent volunteers plan to decrease the amount of time they volunteer or stop it altogether due to social distancing guidelines...
The insurance network for RIAs added two commission-free fixed indexed annuities from Great American Life Insurance Company.
Vacation homes are a common asset and can be useful planning tools in appropriate circumstances.
Might as well perform some financial disinfecting while you're in quarantine.
Here’s what the new legislation could mean for your philanthropic clients.
Inherent illiquidity can be a boon in times of panic.
Help clients evaluate whether it pays to sell a policy through a life settlement.