There are things you only learn from actually going through the process Listen
Getting the right answer for the client is always the right thing to do.
Listen"I am a better person because of my virtual assistant"
ListenCompliance isn't the enemy if you treat them like part of the team.
ListenTax planning is like a game of telephone with your client stuck in the middle.
ListenTax planning is like a game of telephone with your client stuck in the middle.
Listen"There is more to tax-efficient investing than simply choosing an ETF."
ListenYou have to start with the basics and layer on complexity.
ListenIt's easy to forget that people don't know things unless you tell them.
ListenEvery money decision has a tax impact, and that's especially true for healthcare cost.
ListenThe best estate planning happens when you bring multiple generations to the table.
Listen