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Proactive Tax Planning – Are You Sitting Down? 26 Aug 2013 | 11:08 pm
Let’s start by saying that no one likes getting audited. But the average income tax audit isn’t the end of the world. For tax year 2012, the IRS audited just 1,481,966 returns out of over 143 million ...
Weekly Market Update – August 26, 2013 26 Aug 2013 | 10:58 pm
WEEKLY QUOTE “The best revenge is massive success.” - Frank Sinatra WEEKLY TIP Take a tip from the millionaire next door: buy a terrific low-maintenance car and drive it for several years or more....
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Your Finances, Your Choice, Your Independent Financial Advisor theallfinance.com 27 Feb 2012 | 07:30 pm
Acquire an independent financial adviser There are many organisations that can provide you with financial advisers, but if a financial adviser acts for an organisation, then that person is pretty muc...
Robbie Bennetts Enterprises ik-design.com.au 8 Mar 2012 | 09:04 pm
Launched in late 2011, Robbie Bennetts Enterprises brings together a diverse grouping of businesses including dealer groups, financial advisers, accountants and technology providers, with a range of p...
Tips for Professional Advisers caedec.com 7 Mar 2012 | 07:21 am
“The problem with communication is the illusion that it has occurred.” -George Bernard Shaw Over the course of my thirty years as a financial adviser and coach to successful attorneys and financial a...
How Your Financial Adviser Is Similar To A Personal Trainer wealthsavvy.wordpress.com 23 Mar 2012 | 12:19 pm
The questions is posed often: “Why should I hire a financial adviser? Can’t I just create a savings account, and then sign up for something like eTrade to invest in securities?” I like to counter this...
Why You Need a Financial Adviser nazvanov.com 30 Jun 2011 | 08:52 pm
There are two types of financial advice: general and personal. General advice on financial products often helps people makedecisions about money but does not take personal circumstances into account. ...
E-mail: Internet Marketing’s Most Reliable Communication Tool palmettolive.com 21 Nov 2011 | 09:57 pm
So why is email still the most preferred tool for communication despite it having already surpassed by social networking? The reason for this according to Morgan Stanley, a financial advising company,...
5 PERSONALITY TRAITS THAT LOSE YOU MONEY creditkenya.com 27 Jan 2012 | 08:21 pm
–Written by Joe Mont, writer at TheStreet http://www.forbes.com/sites/thestreet/2012/01/26/5-personality-traits-that-lose-you-money/ Financial advisers are looking more at “behavioral finance” — how...
Kemick named senior adviser for Northwest Savings seniorhomecareinformation.com 11 Apr 2011 | 02:41 pm
Jerry T. Kemick has joined Northwest Savings Bank as a senior financial adviser, serving clients in Venango and Crawford counties and surrounding areas. Kemick is responsible for new business, accoun...
Katie Couric, What Were You Thinking? astrotherapist.com 6 Apr 2011 | 09:08 am
Recently I read an article by Alexandra Wolfe in The Daily Beast about a dinner party at the home of Jeffrey Epstein. Jeffrey is described as an enigmatic billionaire who is financial adviser to the ...
Financial Advisers Glasgow: Warde Graham wardegraham.co.uk 30 Sep 2010 | 11:30 am
We are one of Glasgow's premier financial advisers providing expert and proven independent financial advice. Contact our Glasgow based advisors today for a free initial review of your financial posit...
