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The Motley Fool April 27, 2006 Elizabeth Brokamp	Ask Mrs. Riches: A Matter of Pride Would you be offended if someone gave you money? Mrs. Riches answers.
The Family Room	Making Holidays Meaningful for Children For many children the holidays mean just one thing: getting more stuff. As parents, we want to change this perspective, but when we try to modify our habits, we find ourselves controlled by unconscious gift giving rules...
Registered Rep. June 17, 2013 Kevin McKinley	The Power of Persuasion These small acts for clients' children and grandchildren can make a big difference.
The Family Room Dawn Seewer	Long Distance Grandparents Having children is an exciting family event not only for mom and dad but also for grandparents. Unfortunately in this day and age many families live thousands of miles away from each other and only get to see their grandchildren every once in a great while...
Financial Planning December 1, 2012 Donald Jay Korn	Paying it Forward: Funding 529 Plans for Grandchildren Funding a 529 plan for a grandchild can offer estate-tax benefits for wealthy clients - plus feel-good rewards.
Investment Advisor December 2006 Susan L. Hirshman	Gifts That Keep Giving Do you know what your clients' year-end gifting plans are? If not, now is an excellent time to approach the subject of charitable gifting with each of your affluent clients.
Financial Planning October 2, 2007 Martin M. Shenkman	Estate Planning: College Savings 201 For your high-net-worth clients, there are better college savings vehicles than the usual suspects. Here are some options.
Trusts & Estates David A. Handler	Tax-Free Gifts Of Prepaid Tuition With college tuition approaching $30,000 a year at some institutions, and private school tuition at all levels on the rise, tax-free tuition gifts to children and grandchildren can save hundreds of thousands in gift and generation-skipping taxes.
The Motley Fool December 6, 2006 Mary Dalrymple	Santa Brings Hamiltons and Jacksons Making your kids put all their Christmas cash into savings may turn you into the household Scrooge, so consider having them divide the proceeds among savings, spending, and giving.
The Motley Fool December 8, 2006 Elizabeth Brokamp	Ask Mrs. Riches: Rejecting the Gift Horse When someone gives an inappropriate gift to your child, what should you do? Get your financial relationship questions answered here!
Financial Planning April 1, 2005 Suzanne McGee	9 Scenarios for the Future: 2015 How will financial planners manage these situations? Scenario #4: The Aftermath of Divorce... Scenario #5: Tuition Savings... Scenario #6: The Wealthy Widow...
The Motley Fool January 28, 2005 Roy Lewis	What Can a Roth IRA Do for You? This tax-favored savings account offers several advantages over traditional IRAs.
On Wall Street October 1, 2011 Jones & Luscombe	Making the Most of The Gift Tax and Its $5 Million Exclusion With the current gift tax exclusion amount set at a record-setting $5 million, many taxpayers appear to consider the gift tax no longer relevant to their planning. That may be a mistake.
The Motley Fool August 4, 2006 Roy Lewis	The Roth Way to Riches It's a retirement account! It's an emergency fund! It's the amazing Roth IRA!
Investment Advisor October 2007 Susan L. Hirshman	Love Those Taxes! Here are the latest ways to use tax issues to build financial advisory client relationships.
Registered Rep. February 1, 2003 Susan L. Hirshman	The Waiting Game Ideally, portfolios should be managed for tax advantages all year long, but since few investors are inclined towards such sustained attentiveness, the responsibility often falls squarely on the shoulders of the financial advisor.
The Motley Fool November 14, 2006 Dan Caplinger	Crummey Trusts Aren't Crummy A special type of trust known as a Crummey trust lets you keep the control you want while getting the full estate-tax benefit of your gift.
The Motley Fool August 17, 2007 Elizabeth Brokamp	Ask Mrs. Riches: The Dangers of Debt Mrs Riches answers questions: Credit card debt could drive someone you know over the edge.
Registered Rep. April 22, 2015 Kevin McKinley	Small Deposits Now, Big Money Later Using the right vehicle and starting as soon as possible, parents, grandparents and other concerned family members can provide a lifetime of financial security for the children they love.
Financial Advisor May 2004 Michael E. Kitces	Disunification Hits Estate And Gift Taxation The death of the unified credit makes things tricky.
The Motley Fool February 15, 2006 Elizabeth Brokamp	Ask Mrs. Riches: For Love or Money Do money issues with your honey have you hot and bothered? Get your financial relationship questions answered here!
The Motley Fool December 15, 2006 Mary Dalrymple	Holiday Panic Attack? Shopping at the last moment can lead to some financial peril, if you're not careful. Here are some ideas for keeping your head while doing your last-minute shopping.
The Motley Fool March 31, 2006 Selena Maranjian	Gifts for Grandchildren Experienced grandparents offer terrific advice on investment gifts for grandchildren.
The Motley Fool December 6, 2007 Mary Dalrymple	10 Gifts of Wealth Stuff a stocking with a present that makes money.
AFP eWire January 12, 2009	Written Appeals: Imaginative Ways to Ask Donors to Give More Caught in a rut with how you make the "ask" in your appeal letters? Want to encourage annual fund donors to give more? Here are some effective strategies.
The Motley Fool November 30, 2006 Dan Caplinger	Put a Stock in Someone's Stocking You can buy single shares as gifts -- and get your loved ones interested in investing.
The Motley Fool April 9, 2008 Dan Caplinger	The Investment Opportunity You Can't Afford to Miss The Roth IRA celebrates 10 years of tax savings. But right now, you have only another week to take advantage of it for 2007 -- and the savings are too good to miss.
The Motley Fool December 15, 2006 Elizabeth Brokamp	Ask Mrs. Riches: Regifting: Yes or No? Is it ever OK to pass along a gift that you're less than wild about? Get your financial relationship questions answered here!
The Motley Fool May 5, 2007 Elizabeth Brokamp	5 Great Gifts for Grads and Newlyweds Ditch the salad spinners and place settings. Give presents with a future. 1. A plan for life... 2. A leg-up on retirement... etc.
AFP eWire January 4, 2011	Why Matching Gifts Work New research shows that matching gifts increase not only the revenue per solicitation, but also the response rate.
The Motley Fool January 7, 2005 Roy Lewis	Tangled in Tax Records? You've got forms and reports everywhere. What should you keep?
AskMen.com June 5, 2012 Chris Easter	The Groom's Guide To Gifting Etiquette You and your bride will be raking in some serious loot on the wedding day. Naturally, it's important that you remember those who are also deserving of gifts: the members of your wedding party.
Financial Planning September 1, 2011 Suzanne McGee	Full-Nest Syndrome Even when a financial advisor is able and willing to work with clients on containing and managing requests for financial help from their boomerang children, they can end up squarely in the middle of one of the most perilous kinds of disagreements: family squabbles over money.
Financial Advisor November 2010 Andrew Gluck	Drop Dead Date If you haven't kept up with estate-tax opportunities because they're a complicated mess, now's the time to re-engage.
Financial Planning December 1, 2007 Donald Jay Korn	The Giving Tree To make the most of the annual gift-tax exclusion, financial advisory clients should know which assets to transfer and which ones to retain.
The Motley Fool January 6, 2004 Robert Brokamp	5 Reasons You Need an IRA Reduce taxes, build wealth, retire in style -- and stop throwing your money away.
The Motley Fool July 31, 2008 Elizabeth Brokamp	5 Great Gifts That Keep on Giving If you want your money to have a lasting impact, there are a whole host of options you may not have considered. Here are a few ideas for presents that will continue to reward their recipients long into the future.
The Motley Fool February 9, 2007 Elizabeth Brokamp	Ask Mrs. Riches: A Gift for Your Valentine? When a gift-lover dates a gift-cynic, the results aren't pretty. Get your financial relationship questions answered here!
The Motley Fool March 26, 2007 Rich Duprey	3 Steps to Supercharge Your Retirement Savings Remember those New Year's savings resolutions you made? It's time to follow through.
The Motley Fool March 10, 2005 Robert Brokamp	Why the Roth Rules Compared with a 401(k) or traditional IRA, a Roth likely will lead to more money in retirement.
AFP eWire July 16, 2013 Amy Eisenstein	Your New Year's Resolution for July: Two Hours Per Week and Five Simple Steps for Small Development Shops to Achieve Major Gift Success Have you ever wished you could raise major gifts but felt you don't have the courage, confidence, know-how, or, most important, the time?
The Motley Fool December 14, 2006 Dan Caplinger	12 Ways of Giving Once you've decided on the charities to which you'd like to make gifts, the next step is figuring out how you want to follow through with your giving. Here are a dozen ways you can provide much-needed assistance to the charities of your choice.
Trusts & Estates March 22, 2002 Robert F. Sharpe Jr.	Philanthropy In Uncertain Times What of the nonprofit sector? How does this sector fare during difficult economic times? Is it societal "fluff" that exists only during times of prosperity, or is it something that is resistant to the economic downturns that periodically affect the for-profit sector?
Investment Advisor August 2010 Marlene Y. Satter	College Savings: Do Your Homework For advisors helping clients pay college tuition, the subject is not a quick study
The Motley Fool January 27, 2006 Roy Lewis	Prepare to Prepare! Here's what you'll need to do this year's taxes: Investment records... Retirement accounts... Family and home... Charity and miscellaneous... Keep everything!...
The Motley Fool December 22, 2006 Elizabeth Brokamp	Ask Mrs. Riches: Adult Case of the Gimmes When did the Christmas wish list turn into an order form? Get your financial relationship questions answered here!
Registered Rep. September 9, 2010 Richard A. Behrendt	Why Super Rich Clients Should Consider Making Taxable Gifts in 2010 For higher-net-worth clients who are likely to owe federal estate taxes at death, making taxable gifts in 2010 may be a viable planning opportunity.
The Motley Fool February 8, 2007 Mary Dalrymple	I Love Roth 401(k)s If you've ever looked into opening an individual retirement account, you've no doubt discovered the Roth IRA. Now there's a new option for its devoted fans, the Roth 401(k).
The Motley Fool November 13, 2006 Dan Caplinger	Give Away Your Tax Bill Starting to make gifts now can save your heirs from estate-tax pain.
Registered Rep. March 1, 2007 Kevin McKinley	A Last-Minute Stop at the IRA Shop Advisors, due to a quirk in the calendar, this year's deadline for income tax filing and IRA/Roth IRA contributions is April 17. But just because there are some extra days available doesn't mean you should put it off.