Does understanding tax law ever make you feel handcuffed and unclear about the best decision to make about your wealth? If so, you’re not alone. It is said that Joe…
Read MoreIt is already February and by now new year resolutions are beginning to fade if not already given up on at this point. This is really okay – no guilt…
Read MoreThe missing ingredient in the fiscal cliff tax law changes isn’t understanding the tax law, but hope. Click here to read previous. As I introduced in the previous, hope is…
Read MoreFor much of 2012, the fiscal cliff—and the possible changes it could bring—was on nearly every American’s mind. You’re probably wondering what the fiscal cliff deal means for you and…
Read MoreThere is a trend among executives to find less to do. Take things off the to-do list. To simplify an activity list that never gets completed. I’m in favor of…
Read MoreScott Noble, co-creator of Wealth With No Regrets® presents to industry veterans case studies about getting results in planning. Find out more here.
Read MoreThe search. The struggle. The reward. There are no shortcuts, which is the good news because it is the movement towards building wealth that captures our mind, emotions, and energy…
Read MoreThere are so many advisors explaining the tax laws to their clients about the changes in tax law as a result of the fiscal cliff legislation. It all sounds like…
Read MoreBeing charitable is one of the great privileges a wealthy person has and stewarding the gift is one of the great responsibilities of a charity. When the values of the…
Read MorePersonal wealth has its challenges and its opportunities. Who is in your corner to be certain you achieve all you want and when you want it? Among the wealth are…
Read More
Top 10 Planned Giving Challenges
Your Opportunity to Benefit
To learn more about how The Donor Motivation Program® may benefit you and your organization, request our complimentary guide, “The 37-Minute Planned Giving Landscape Conversation” with Barry Spencer by calling (678) 353-3355.