Month: March 2012
Financial Advisors and Financial Planners can Now Put the IRS in their Pockets
It seems like everyone is involved with social media these days – even the IRS. You can get Twitter news feeds from the IRS; you can even go to their Facebook page, although I don’t see anywhere where you can become a “friend” (either that, or no one has yet signed up to be a…
Read MorePractical Advisory Steps for clients or Prospects Who Want to Accumulate Funds for Retirement
In a series of articles, we will provide you with some practical guidance when working with clients or prospects who are still years from retirement and want to accumulate sufficient capital that will provide the income they require to realize financial independence. We refer to these people as in the “Accumulation Lifecycle Phase,” as opposed…
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