Independent Guidance for the Financial Well-Being of Money-Conscious Individuals and Organizations looking to maximize their dreams. Tax, Wealth, Consulting
@CMCPA2010@CPAPlanner@CMCPA2010 I think you have missed the whole psychological part of financial advising. Somethings aren't about returns or spreadsheets.
https://t.co/soAmYp8jLZ I wish they, #IRS#Govt#MIB , would let America deduct all child education expenses. #tutors#LanguageLearning, everything, beef up the education of our youth via tax incentives then college drops out will cease.
Itโs calculated choice.
Churning doesnโt just generate revenue for the advisor. It generates revenue for the firm too. Fines are just the cost of doing biz.
If big firms wanted to stop this, nominal investments in tech would make it virtually impossible to pull off unnoticed.
Once you're married, it's almost impossible to disinherit your spouse.
Exception: The only State in which you can essentially completely disinherit your spouse is #Georgia. Not a community property state, and no rights of election.
#EstatePlanning
When you're giving a #speech to a crowd, the last thing you want is to get #distracted and lose your train of thought. This could ruin your speech, and lose your audience's focus.
These 6 tips to will help you #avoiddistractions while presenting >> https://t.co/uX5kUw5EH0
https://t.co/dEzll2FBQc
A call comes in, you pick up the phone. Someone is looking for you. They need your expertise. They we referred. They are stressed and need someone to help them solve a problem. The power of communication.
#stayconnected#Coaching#business
@Tesla@elonmusk Elon, when are you going to do a deal with @racetrack, @HIGHSDAIRYSTORE, @Wawa@sheetz and other full service gas stations to have the superchargers in their parking lots!! It is only a matter of time.