Search

In Brief While most individuals probably think their insurance covers them for every conceivable occurrence, many policies have numerous gaps in coverage. Excess liability coverage can close these gaps, but [...]

A hospital's capital review process should be inclusive, encompassing both financial and clinical perspectives, with all participants strongly adhering to clearly designed policies and procedures. Does that describe your organization's [...]

My mom died at age 61, when 1 was 31. Seeing her headstone in a field of others smacked me with a brutal, if obvious fact: Everyone, including parents, will [...]

EXECUTIVE SUMMARY * The current and pending wave of retirements of the Baby Boomer generation makes it more important than ever for CPAs to understand how to help clients maximize [...]

Making the necessary investments for comprehensive care management can support more cost-effective and efficient care delivery for multiple populations across the continuum of care. As the healthcare industry gradually shifts [...]

"Can anybody remember when the times were not hard, and money not scarce?" --Ralph Waldo Emerson We live and practice in challenging economic times. The media keeps us well informed [...]

Given the continued weakness in the economy and an unemployment rate still above historic norms, now is a good time to review the financial planning issues clients face when they [...]

With law firms beginning to recognize the reality of the generational shift, more and more are putting succession planning on their to-do lists. However, many fail to fully sense the [...]

MANY AN AMIABLE FINANCIAL ADVISOR is quick to boast: 'I'm a people person.' But in crafting financial plans, how many FAs take that cordiality a giant step further to understand [...]

EXECUTIVE SUMMARY * More than two years after the revelation of Bernard Madoff's massive fraud, Ponzi schemes continue to come to light. Some have targeted investors of modest means, including [...]

Drawn from their popular ABA LPM Section program on "Financial Success in the New Era," here are pointers from Janis Alexander, Ed Poll and Mark Robertson to help ramp up [...]

One rule of thumb in investing says that you should pay no tax before it is due. But the coming shift in tax rates, along with the uncertainty surrounding the [...]

The catastrophic performance of global equity markets in 2008 has left many asset owners significantly overweight fixed income and underweight equities. As equity markets rally, this imbalance presents significant return [...]

A successful transition is often defined by the ability of asset owners to manage all of their risks--operational, fiduciary, performance, and execution. This challenge is exacerbated by the fact that, [...]

Why financial planners need to be familiar with various rules other than factors such as salary deferral limit is discussed. Planners should be able to define compensation in order to maximize tax shelter for clients. Other opportunities, such as the chance for a client to double up on retirement and tax savings is presented.

You don't need a business degree to know that our economy has seen better days. It's easy to get caught up in the news stories of failing businesses and falling [...]

EXECUTIVE SUMMARY * Part of the consideration of whether to claim early Social Security retirement benefits, for married couples, should be the effect on a lower-income surviving spouse later, after [...]

The City of Denver's Public Stewardship for a City Beautiful initiative was one of the Government Finance Association's 2008 Awards for Excellence winners. Throughout the United States, critical public infrastructure [...]

EXECUTIVE SUMMARY * Health spending accounts offer opportunities for employees to save and pay for health care with pretax contributions. Three basic types are flexible spending arrangements (FSAs), health reimbursement [...]

Best practices of financial advisors on wealth management, in the context of Frank Baker's decision to pass on his bakery business to his children, are presented.

Perhaps the scale is different. And the reporting requirements require a little extra consideration and scrutiny. But beneath the power suit and tie, today's business executive (whether public or privately […]

The field of portfolio management is being rocked by three sweeping forces, including the Internet, the drive to outsource back-office functions, and the baby boomers. Financial planning and portfolio management […]