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Every Dollar Counts

Every Dollar Counts
Don’t leave any possible monetary gains on the table. This is the goal behind active tax loss harvesting, a technical financial maneuver allowing an investor to sell a losing investment

4 tax changes that could impact your 2016 return

4 tax changes that could impact your 2016 return
With tax filing season upon us, it's a good idea to educate yourself on what's changed since last year. While it's been a relatively quiet year in terms of new tax laws, there are a handful

Succession Plans Reduce Risk

Succession Plans Reduce Risk
Florida wealth manager talks about the disadvantages of planning at the last minute

Factor a Client’s Goals into the Portfolio’s Desired Rate of Return

Factor a Client’s Goals into the Portfolio’s Desired Rate of Return
Tie the management of your client’s portfolio to the achievement of his or her goals, and the chances of success greatly increases in terms of creating a situation in which a client does not

How WS Turns Their Variable Expenses Into your Fixed Costs

How WS Turns Their Variable Expenses Into your Fixed Costs
Who do you think took more business, economics, and accounting courses in college, regulators or Wall Street executives?

Retiring with Freedom

Retiring with Freedom
Front-End Planning Prevents Sleepless Nights. Life is messy – that’s a given – but when it comes to retirement, people want to know that their money will last regardless of what comes along.

TRY and FAIL BUT DON'T FAIL to TRY

TRY and FAIL BUT DON'T FAIL to TRY
Saving – the most crucial element of a successful retirement plan – is also often the most difficult thing to do.

Plan Ahead for The Unexpected

Plan Ahead for The Unexpected
A bread-winner spouse dies unexpectedly and a gaping hole is created in the emotional stability of the family left behind.

A fiduciary Shift

A fiduciary Shift
Fee-Based Planning Reduces Conflict and Assures Best Practices for Clients. Too often the financial industry is driven by product sales, which compromises the client’s interests.

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