Ingrid Case

All Ingrid Case's Stories
Advisors can provide valuable services when clients go through the process—and still get paid.
Remember, 529 plans aren't the only game in town. Here are some alternative solutions for clients to fund their kids' educations.
It can take a lot of work to set up, but planners who help clients use effective cash flow management can greatly improve their lives.
This exceptional woman is helping other women transition to better, more financially stable lives.
Finally in recovery, today's property markets leave less room for sloppy thinking. Clients who want to invest in real estate may need more help than ever.
Professionals like doctors and lawyers often face extra-high debt loads, special needs and an array of tough choices. Here are a few repayment strategies that your clients should consider.
Trusts, a standard tool in the anti-estate tax arsenal, can range from simple to extremely complex. Here are a few options to work with.
For high-net-worth clients whose estates top the federal exemption, smart planning matters as much as ever. Here are a few strategies advisors may find rewarding.
William Goslee and Alan Lenahan of Fund Evaluation Group offer attendees of Schwab Impact guidance on working with endowments and foundations and dealing with the 'Ringelmann effect' on committees.
Jim Casey of Integrated Wealth Management offers attendees of Schwab Impact guidance on navigating the complex and ever-changing landscape of financial planning for same-sex couples.
Tax law changes mean advisors need to consider all the potential outcomes when advising clients on donating required minimum distributions to charity.
Amid volatility, a forecast of a moderate rise in rates and a flatter yield curve.
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Feb 10-12, 2016
Marriott Harbor Beach Resort, Ft. Lauderdale, Fla.
Jun 16-17, 2016
Sheraton New York
Jun 22, 2016
Convene, NYC, NY