Archive

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IFG Viewpoint & Outlook

Withdrawal Tax-Traps You Want to Avoid!

The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.

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IFG Viewpoint & Outlook

Alternative Investments (“alts”) and The Flight to Safety.

The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.

Read More »