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Archive :
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Giving in the Last Third of Life
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Here’s a look at the benefits of philanthropy for clients over age 65.
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Clients Want To Be Better Donors
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Advisors focus too much on the tax angle of philanthropy; there is a differentiating opportunity to help clients measure their charitable impact as well.
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Charitable Giving - A New Definition of Success
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Across generations, a new marker for success seems to be emerging: the desire to give money away.
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Aging Clients and the Role of the Trusted Advisor
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Steps to take before a health crisis threatens a client’s family’s wealth and unity.
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Failure to Improve Is Still Being Used Wrongly to Deny Medicare Coverage
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Medicare must cover skilled care and therapy when they are “necessary to maintain the patient’s current condition or prevent or slow further deterioration.”
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Using heuristics to problem solve
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How humans often form heuristics to make financial decisions, and how wealth managers can assist when projected investments go awry.
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The Ten Commandments of Money
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These are the rules to follow to keep your financial prospects in order.
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Facing Tough Financial Questions After Her Spouse Death
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An author’s grief is magnified because of what she and her husband failed to discuss
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7 Investing Truths That Are Not
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What sounds most right about stocks, bonds and mutual funds is often wrong.
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7 ways your brain makes you a terrible investor
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Behavioral biases that drive investor decisions
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