EXPERT ADVISOR ADVICE

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Thursday, Feb 24, 2022

Secrets To Surging – What Other FA’s Don’t Tell You About Surging

Surge meetings happen with the Financial Advisors systematically holding client meetings in strategically designed blocks of time.

Sunday, Feb 13, 2022

ROTH Conversions And Capital Gains – Paying The Devil You Know

Some other day we will discuss the merits of ROTH conversions and Capital Gains harvesting, but for today, let’s focus on the taxes that must be paid when these tax strategies are used.

Sunday, Feb 13, 2022

Should We Buy Gold?

Spouses, come in to meet with you and they begin expressing concerns about inflation, the dollar strength/weakness, and ask – should we buy gold?

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EXPERT ADVISOR ADVICE

I want to learn more from advisors on

Secrets To Surging – What Other FA’s Don’t Tell You About Surging

ROTH Conversions And Capital Gains – Paying The Devil You Know

Should We Buy Gold?

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