The Influential Adviser

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Pure Imagination

“Remember Charlie, don’t forget the tale of the man who got everything he wanted.”

Here’s Where the Real Action Is

If you market yourself like everyone else in the business, you’ll get the same results as everyone else in the business. Don’t do that!

Taking the Hit

Here’s Part Two of our discussion on qualified retirement plan pros and cons.

Eat The Rich

ProPublica’s recent report on how billionaires avoid tax may be more smoke than fire.

The Price of Fame

Stars! They’re Just Like Us! They spend YEARS fighting tax bills in court!