Hard work matters. Success is about having great systems and then relentlessly executing.
Asking questions often makes people defensive, but there are other ways to get people to open up.
Real estate comes with a lot of tax nuance but with the right help can provide tremendous value.
Required minimum distributions (RMDs) are certainly a reason that a person’s tax rate might go up in retirement, but they’re not the only reason. There are a number of possible scenarios in which a person faces higher taxes in retirement when compared to their earning years. (And if you need help with planning for taxes in retirement, consider matching with a financial advisor.)
Requesting and reviewing tax returns as a financial advisor puts you in the minority, which creates huge opportunities.
With all the COVID changes the last couple of years, a lot of tax and financial professionals are going to be caught off guard by student loan changes in 2023.
