Closing the Gap Between Taxes and Investments

Closing the Gap Between Taxes and Investments

One of the head-scratching observations I made during my former career as an investment consultant to leading financial advisors is how few advisors ask for their clients’ tax returns to use as the basis for their planning.  Ostensibly, it’s because advisors and firms...
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The Millionaire’s Guide to Hiring the Right Financial Advisor

Get the inside scoop from an industry expert. Looking for the best financial advisor for you? What are the right questions to ask when hiring a financial advisor? Is there something more your financial advisor could be doing for you?

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