[Donor-advised funds (DAFs), first created in the 1930s, have long been a cornerstone of philanthropic giving. However, they have undergone a remarkable evolution in recent years, driven by digital innovation and increasing donor interest.
[In this guest article, Carroll Golden and Dan Mangus offer a fresh perspective on Medicare and a caregiving system that increasingly relies on unpaid, multigenerational support.
[Due to accelerating rates of industry change and hyper-competition, financial advisors have been driven to develop more innovative approaches in redefining and redrawing the parameters of what a financial advisor can do and be for their clien
“ You only have two choices when it comes to caregiving: plan or panic…The lack of a plan can tear a caregiver’s life apart…This book will help families overcome objections that relegate extended care planning to stressful crisis planning.”
[Many strategic business and military leaders have characterized our current reality as a VUCA world – a business and social environment driven by Volatility, Uncertainty, Complexity, and Ambiguity.
[There are several hidden threats to retirement that are not being proactively or adequately addressed by the financial community. There are multiple reasons for this.
[The expanding holistic financial planning movement along with the growing threat of rising taxes in retirement is breaking the traditional “You Shall Not Pass!” demarcation between financial advisor advice and accountant/CPA tax services.
[Looking across the industry, there is a growing movement of advisors wanting to differentiate themselves by employing a more holistic, private wealth, or family office business structure that deeply embeds their services into the client's fin
[There is no greater value proposition and competitive positioning for financial advisors than to be prepared to help clients through their greatest financial AND life challenges.
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