Wednesday, July 28, 2021

Giving

Private Foundations Increase Giving During Pandemic

A new report shows an uptick in grantmaking during a year marked by COVID-19 and racial justice issues.

Advisor Untangles Multigenerational Planning

Five steps help clients build legacy plans that benefit future generations. (By Luis Strohmeier)

Leaving a 401(k) to Charity: What Advisors Need to Know

With proper planning, donating a 401(k) can maximize the benefit to a charity and accrue tax savings for your client's family.

Numbers-Loving Chemical Engineer Found her Midcareer Passion as a CFP

“I want people to be the hero of their plan, financial health, fitness,” she says.

Five Ways Retirees and Pre-Retirees Are Preparing for a Post-Pandemic World

This advisor's clients have become more optimistic more generous and more proactive. (By Michelle Clary)

Lessons from Prince, Michael Jackson and Paul Mitchell

Several high profile cases offer some clues on how to avoid tax controversy in estate valuation.(By Jon Barooshian)

Advisor Helps Clients Get Ahead of President Biden’s Proposed Tax Hikes

Tax-loss harvesting, accelerating capital gains and conversations with estate planners are on his list.

Ten Life Lessons from 49ers Legend Steve Young

The former quarterback, who now leads a private equity firm, describes what he’s learned and how he’s moving forward.

Helping Adult Children Pay Off Student Loans

Receiving some of their inheritance now could be a lot more helpful to your clients’ kids. (By Beth V. Walker)

A 529 Plan Curveball

When a plan owner becomes incapacitated, transferring the account is not automatic or easy, an advisor learns. (By Beth V. Walker)

Latest News

Advisors Warm Up To Annuities

A new survey suggests that a growing number of financial advisors will consider annuities that are low cost and less complex.

Private Foundations Increase Giving During Pandemic

A new report shows an uptick in grantmaking during a year marked by COVID-19 and racial justice issues.

RBC Wealth Management-U.S. Appoints Culture Executive

RBC has named Shareen Luze, a 15-year veteran of the firm, as Head of Culture and Field Experience.

Americans Aren’t Getting Enough Social Security Advice

Many financial professionals aren’t advising clients on the best time to file for benefits, a Nationwide survey says.