Financial Planning

Category Archives

Creating Flexible Charitable Legacies

Creating Flexible Charitable Legacies

As people age, their level of altruism has a tendency to increase and often we see an intense desire by clients to leave some sort of charitable gift behind. Whether it is to further the funding of causes they feel passionate about or to help make a general difference in the world, clients often express a desire to make a change in the world toward the end of their life and rely on advisors to assist in the planning. Sadly, many retirees are having a harder time making their money last long enough through retirement to feel that they can adequately provide additional financial support to the causes they believe in. Often the solution can be found inside of traditional life insurance products.


More Are Using Life Insurance For Philanthropy

The benefits of life insurance policies – namely the secure financial future they offer – are well-documented, but a new report from Forbes reveals that more Americans are using such coverage to make charitable donations.


Sustainable Investing for a Better Future

Many see sustainability as vital to the continuation of nature and the world as we know it, but it’s also not a bad investment strategy, either.


Majority of Consumers Hold Advisors in High Regard

Relatively few people seek the advice of a trusted professional when dealing with complicated financial issues.


Mentoring Younger Financial Professionals Keeps Practices Strong

In any workplace, younger employees benefit from the wisdom older colleagues provide. The relationship between older professionals and younger peers can be incredibly important for retention.


Roth IRA Conversion

Traditional IRAs may be converted to Roth type funds to the advantage of certain account holders.


Is Generation X Financially Prepared for Retirement?

From the tech bubble burst to the Great Recession, members of Generation X have had their list of financial woes and notable setbacks impacting their long-term financial planning.


Page 1 of 14123...Last