Middle-Class Millionaires: A Unique Phenomenon
by Lewis Schiff
How to measure the middle-class millionaire, so you can find, service and profit from them.

Optimize Charitable Giving
by Mary Command
Helping your clients find the perfect fit.

Estate Planning: For the Children
by Michael Schneider, CPA/PFS
Minimize estate taxes by providing the best mix for your beneficiaries.

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Tapping Into Home Equity?
by Neal Frankle, CFP
Key reasons why your clients should not.

The Value of Paying Attention
Sponsored by National Financial Partners Corp. (NFP)
Helping clients get the most from their life insurance.

Can Co-Owners Get Along After a Successful Transfer of Real Estate?
by Lara Gilman
Seven tips show you how.  

Passing the Torch
Sponsored by Fidelity Charitable Services®
Helping your clients instill solid philanthropic values in their children and grandchildren.

Wealth Management, Tax Planning and Charitable Donations
Sponsored by BNA Software
If properly structured, charitable donations can save both income and estate taxes. Here are some possible strategies.

Enhance Client Satisfaction by Offering Retirement Plan Audits  
Sponsored by H.D. Vest Financial Services®   
It’s a good idea for companies to self-audit their retirement plans by working with you.

The Adviser’s Guide to the Revised Trust Accounting Rules
”The problem is, no one knows about this stuff ...,” says author Sy Goldberg in a recent Business Week article on how to boost income to survivors.

Insurance and Annuity Analyzer™
A powerful tool for creating realistic projections of policy costs, cash values and amounts at risk. Available as an electronic download file.

The Adviser’s Guide to Family Business Succession Planning

Express Wealth Planner™

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