Initiating Year-End Tax Planning Discussions to Reinforce Client Relationships Member Login | Sign Up To View Article
As the season turns and the year winds down towards Thanksgiving and Christmas, most financial advisors send their clients a holiday card or a basket of goodies. Those efforts are genuinely thoughtfu
More Seniors Facing Retirement with Student Loan Debt Member Login | Sign Up To View Article
When one typically thinks of individuals facing financial hardship due to student loan debt, retirees don’t usually jump to mind. But a recent government study reveals that the number of Americans tha
3 end-of-year focus areas for employee benefit plan administrators Member Login | Sign Up To View Article
While many important functions of employee benefit planning are typically completed well in advance of the end of the year, there are a few important matters that still require attention amidst the ho
Bryn Mawr Trusty Weekly Market Summary November 24, 2014 Member Login | Sign Up To View Article
The domestic equity markets, specifically the broad market S&P 500 Index (2,063.50) and the narrower Dow Jones Industrial Average (17,810.06), closed at record highs last week. On a year-to-date basis
Estate Planning Through the Ages – Tips from Terry: Married with Children, Tip #6 Member Login | Sign Up To View FSP Content
Terry Stanaland, JD, ChFC, CPA
In this video,Terry Stanaland, member of the Society of Financial Service Professionals talks about lifetime withdrawal rights and discourages the co-mingling of inherited assets.
The Journal of Financial Service Professionals
Big Ideas and Trends from the Aging Field: Connecting the Dots with Financial Services Member Login | Sign Up To View FSP Content| Purchase this Article
Sandra Timmermann, EdD
We look at positive aging, aging in community, technology, the changing family, and the need for retirement advice. Examples of new thinking about these topics is presented, along with a discussion of
Charitable Remainder Trusts (CRT): Back to the Future Member Login | Sign Up To View FSP Content
Lawrence Brody, JD LLM, AEP, Richard M. Weber, MBA, CLU®, AEP® (moderator)
This program will review the basics of CRTs and their advantages and disadvantages as a planning strategy. And it will show how, when combined with an Irrevocable Life Insurance Trust (ILIT), they ca
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