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Personal Finance

“Do you manage your money like a millionaire?”

Millionaires take advantage of tax laws.

…Whether it’s becoming involved in your 401(k) plan to reduce your taxable income, using cost-segregation studies to accelerate depreciation on assets, effectively using trusts, or even planning out when you’ll take your RMDs as you retire, make sure you maximize the tax laws to your advantage…

Millionaires live below their means...

Millionaires love reading and research.

Over and over again, we observe that many of our wealthiest clients love to read and discover how to achieve and maintain success…

Millionaires get help with their money.

…Just make sure you’re engaging a financial professional who doesn’t possess a conflict of interest.

Millionaires understand that credit and debt is a tool to be used sparingly...”

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