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Financial Planning
February 1, 2005
Jennifer A. Liptow
White Paper Oh, Woe (What a $10 Million Nest Egg Brings): Many wealthy individuals haven't taken the basic steps necessary to protect their assets, leaving their legacy and their families' financial security to chance. mark for My Articles similar articles
Investment Advisor
February 1, 2011
Lewis Schiff
Give It Away Today Philanthropists have gone public about why they give. mark for My Articles similar articles
Financial Planning
October 2, 2007
Barry Glassman
'Tis Better to Give As a financial advisor, it's important for you to recognize that charitable giving is a consequential part of many of your clients' lives. mark for My Articles similar articles
Investment Advisor
January 2007
Susan L. Hirshman
Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations. mark for My Articles similar articles
BusinessWeek
October 29, 2009
Dean Foust
Country Clubs: Stuck in the Rough Golf courses across the nation are in crisis as memberships and money dwindle. mark for My Articles similar articles
AskMen.com
Roberto Rocha
Behave Like A Millionaire A few tips to flaunt your money wisely. mark for My Articles similar articles
Investment Advisor
October 2006
Susan L. Hirshman
Eureka! Acquiring Affluent Clients Through CPAs: Unearthing wealth management opportunities in your financial advisory client's tax return. mark for My Articles similar articles
The Motley Fool
November 26, 2007
John Rosevear
The Best Presents to Give Think outside the gift-wrapped box this holiday season. Read on for some gift ideas that are more than material. mark for My Articles similar articles
AskMen.com
James Raiswell
Fine Living Top 10: Private Clubs Tour of 10 of the best private gentlemen's clubs across the globe. mark for My Articles similar articles
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? mark for My Articles similar articles