News - advisors

• 

  Inherited IRAs: Big headache, or big opportunity?

  Don’t be surprised if your clients are walking into your office in a state of bewilderment over something they’ve read recently about the IRS’s distribution rules for inherited IRAs.
  See details »
• 

  Highly-appreciated stock: If your client missed the ideal window, it’s still not too late to support charity

  During a routine check-in meeting, your client casually mentions that the client’s employer, a local company, was just acquired. The client and dozens of fellow employee shareholders are now flush with cash. “I’d like to use some of the money to give to charity,” the client tells you. “Let’s talk about a family fund at the Lincoln Community Foundation.”
  See details »
• 

  The “i’s” have it: Two key topics for client meetings

  Inflation, interest rates, income tax, and the IRS are ever-present topics during discussions with your clients. Right now, there’s a lot to talk about, especially related to charitable giving.
  See details »
• 

  Cryptocurrency: What if your clients own it and you don’t think they should?

  Most advisors exercise extra caution when advising clients about cryptocurrency. Indeed, 68% of investment fund executives surveyed do not believe it is a good idea for their clients to own cryptocurrency in the first place.
  See details »
• 

  Back to basics: Reminding clients about wills, trusts, and charitable bequests

  August is national Make a Will Month, and the publicity surrounding this designation may prompt your clients to ask you about establishing or updating their will.
  See details »