October 10, 2019
“Financial professionals sometimes get stereotyped as bean counters and calculator-button pushers, but in speaking with top executives at leading advisory firms that made CNBC.com’s FA 100 list this year, it’s apparent that there are two themes common to most of their background… Continue Reading…
June 26, 2019
“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… Continue Reading…
June 7, 2019
“Millionaires take advantage of tax laws… Millionaires live below their means…Millionaires love reading and research…Millionaires get help with their money…Millionaires understand that credit and debt is a tool to be used sparingly…”
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