Tere D'Amato

• Expert's Corner: Leveraged Philanthropy: Caution Sign Ahead

  By Tere D'amato  |  September 1, 2010

  If you're on the board of a charity, you probably wrestle with creative ways to raise money. You're not alone; traditional fundraising methods are failing...

• Expert's Corner: Acing Financial Aid Planning

  By Tere D'Amato, Tere D'amato  |  January 1, 2010

  Financial aid can make the difference between attending college or not for hundreds of thousands of students. Given these high stakes, it's no wonder that...

• Evaluating Financial Aid Consultants

  By Tere D'Amato, Tere D'amato  |  January 1, 2010

  There's nothing wrong with charging a fee for providing information and analysis, even if people could find the information on their own. We do it...

• Expert's Corner: Look Before You Give

  By Tere D'Amato, Tere D'amato  |  December 1, 2009

  The holiday season often brings out the best in us. December is historically the peak month for charitable donations, but in today's economy, charities, like...

• Checking It Out

  By Tere D'Amato, Tere D'amato  |  December 1, 2009

  While charities are required by the Philanthropy Protection Act of 1995 to provide a disclosure prior to accepting a donation, very little in the disclosure...

• Expert's Corner: Time to Talk Insurance

  By Tere D'Amato, Tere D'amato  |  August 1, 2009

  As if you don't have enough on your plate--reevaluating client risk tolerance, rebalancing portfolios, developing plans to bring goals within reach--I am about to add...

• Reviewing the Situation

  By Tere D'Amato, Tere D'amato  |  August 1, 2009

  Here are the steps you can take to prepare your clients for a review of their insurance needs: o Set expectations by sending an agenda of...

• Expert's Corner: When A Sure Thing Goes Bust

  By Tere D'Amato, Tere D'amato  |  July 1, 2009

  If you have ignored the latest schemes dreamed up by enterprising insurance agents to sell large life insurance policies, it is time to get educated...

• The IRS Weighs In

  By Tere D'Amato, Tere D'amato  |  July 1, 2009

  If past participants of stranger-owned life insurance were promised easy money at no cost, the rules of the game have changed. In May 2009, the...