269
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Raising financially responsible kids
March 2020
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 269
Abstract: Kids who learn about money when they’re young are more likely to develop sound financial habits when they’re adults. This brief article offers tips on how to raise financially responsible kids at various stages of childhood.
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5 keys to disaster planning for individuals
September 2017
Newsletter: Tax & Business Alert
Price: $225.00, Subscriber Price: $157.50
Word count: 269
Abstract: Disaster planning is usually associated with businesses. But individuals need to be prepared, too. This brief article covers five keys to such planning — insurance, asset documentation, document storage, cash and an emergency plan.
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Moneylines: News briefs for businesses
August / September 2016
Newsletter: Trendlines
Price: $225.00, Subscriber Price: $157.50
Word count: 269
Abstract: This issue’s “Moneylines” presents three timely items for business owners: 1) a notification that new accounting rules are on the way for companies that follow U.S. GAAP, 2) survey results showing that employee expense reporting fraud is substantially impacting many employers, and 3) indications that businesses operating internationally are expecting healthy profits from their overseas activities.
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3 benefits of donor-advised fund giving
September / October 2015
Newsletter: Planning for Prosperity / Wealth Management Advisor
Price: $225.00, Subscriber Price: $157.50
Word count: 269
Abstract: A DAF comprises contributions made separately and independently by individual donors. The fund maintains legal control of the contributions, and donors retain advisory privileges regarding investments and fund distributions. This brief article examines how DAFs can be particularly beneficial for charitable-minded, high-income individuals.
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Pick the right topic for your board retreat
October / November 2014
Newsletter: Nonprofit Agendas
Price: $225.00, Subscriber Price: $157.50
Word count: 269
Abstract: For those nonprofits trying to come up with a topic for this year’s retreat, this article gives five suggestions for a subject likely to prompt meaningful discussion. They include reaching a younger donor base, program evaluation and employee morale.