Key element missing to ignite the benefits of financial planning…
What do the recent custodial industry titan moves and comments of last week mean to RIA’s, the financial services industry, and most importantly the clients they serve?
What do the recent custodial industry titan moves and comments of last week mean to RIA’s, the financial services industry, and most importantly the clients they serve?
Over the last nearly 20 years I have helped hundreds of clients direct countless dollars into all types of investments. My experience with all those investors taught me that to be successful in investing and above all else, you need to know yourself. Nowhere is this truer than when it comes to investing in real estate.
Let’s explore best practices and some of the tax strategies that may be considered.
We are very proud of our kids but are truly enjoying our new found freedom as empty nesters including more travel, local entertainment and a dramatic reduction in our stress levels.
One of the wonderful things about living in Arizona (besides the sunshine) is the fact that the state allows you to direct your tax dollars to a cause of your choice.