A few tips from you early in the year could help your high income clients pay themselves at tax time next year — instead of the IRS! Your self-employed clients probably have access to the best available tax-advantaged savings plan in the U.S.: Micro-Business Defined...
A financial advisor sent one of our salespeople a link to this article recently. It is an interview with Steve Siebold, author of the 2010 book How Rich People Think. In this and other work (see image at right), he focuses on what he calls “world...
The Great Recession had a huge impact on the legal profession. The traditional career paths up through big law firms dried up, and a number of law firms closed. And clients started taking a closer look at all the billed hours, which has led to price pressure. This...
One of the missions of every financial advisor is to help clients convert income to wealth. Research confirms that as many as 50% of high-income people spend most of what they earn, so steady guidance from an FA can make all the difference in raising the percentage of...
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