Paper money is so 2015. Just pull out your phone and click to pay. But which one should you use? You no longer need to carry a bulky wallet filled with numerous credit cards or cash. With a mobile wallet, you simply use your smartphone to pay for your transactions. Most electronic wallets are free...
I suspect very few people actually see the comments on my blog posts – due to the style of blog. Here is one comment worth re-posting: Paul Schervish’s response to my rather biting commentary on his work earlier this week – along with my own mea culpa! I try to entertain, expose, and educate through...
This post is a follow-up to last week’s discussion on the Schervish/Havens “Wealth Transfer” projections from the late 90s (and re-estimated around 2006). Good news is that we should have a new set of projections – ones that should be real eye openers for the need to invest in planned giving! Even with updated “Wealth...
As promised, we are continuing with our follow-up to Dr. Russell James‘ webinar “Wills That Won’t – What the Decline of Wills and Estate Plans Means for Planned Giving Marketing” (click here to see the webinar). A special thanks to Dr. James, who shared his powerpoint slides with me, and to MarketSmart who hosted the...
What ever happened to the Boston College/Havens-Schervish Wealth Transfer predictions?