Tag: Taxes
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Why Doesn’t Your Client Act? 4 Factors to Guide Financial Decision-Making
Advisors can spend hours explaining a great solution to their clients, only to have those clients not act on the solution. There’s no magic bullet. But sometimes clients appreciate it when their advisor helps them identify what’s making the decision hard. What makes a decision difficult? Decision analysts have found…
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Are Your Clients Choosing to Pay $2.5 Million in Unnecessary Taxes?
Every week, we meet with advisors who have a client who is choosing to pay two and a half million in taxes that could be permanently and legally avoided. Before you say that none of your clients would ever make such a choice, you might want to see why we…
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Advisors Gain Assets Easily and Stand Out from the Competition
Many financial advisors work hard to grow, or to stand out in a crowded marketplace. A select few are discovering how to grow more easily, and stand out from the competition, by implementing a “blue ocean” strategy. Blue Ocean Strategy is the name of one of the most famous articles…
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Too Much Risk in US Farmland?
Investor money is pouring into US farmland.[1] That flood of investor money is helping to push farmland prices to record-high levels, and farmland investment yields (as opposed to crop yields) are being pushed to record low levels. For people who have owned farmland for a long time, these factors mean…
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Death And Taxes
Are your clients paying more than their fair share of taxes? The chances are high that they feel they are. And the statistics suggest they might be right. What Level of Taxation is Fair?The US Government claims that “taxes are the price we pay for a civilized society.” That claim…