Many clients may fastidiously plan the path they want their assets to take, but not give their beneficiary information the attention it needs and deserves. Designating the best beneficiaries is essential for proper asset planning, and investors should periodically re-visit this information to make certain it still meets their needs. It’s not the most pleasant conversation topic, […]
Retiring Business Owners – Plan for Succession
If you’re a small business owner, you’ve invested a great deal of time and effort into building your company. With day-to-day demands, it may be difficult to imagine your eventual transition into retirement. Yet, if you want to build personal financial security and ensure business continuation, it is important to plan ahead. Business succession planning […]
Charitable Giving and Donating Toys
As the holidays approach, many children start to make wish lists, but unfortunately, not all children have someone to give them gifts. Luckily, there are many charities that help get holiday gifts and joy to children. If you’re thinking about donating toys this holiday season, here is what you need to know. Charities That Accept […]
How to Structure Charitable Giving Throughout Your Lifetime
Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure charitable giving correctly so that you will reap the tax benefits while making the greatest impact. […]
Buying Locally and Giving Locally
For many of us, buying locally matters. We’ve all heard the term and seen the signs: Shop Locally. Eat Locally. But let’s extend that thought for a minute: do you consider giving to your local charities? The fact is we are bombarded with requests from worthwhile charitable causes. Many of these are well-known national or […]
- « Previous Page
- 1
- …
- 49
- 50
- 51
- 52
- 53
- …
- 73
- Next Page »