{"id":103208,"date":"2022-10-10t12:00:50","date_gmt":"2022-10-10t16:00:50","guid":{"rendered":"\/\/www.g005e.com\/?p=103208"},"modified":"2022-12-22t00:39:12","modified_gmt":"2022-12-22t05:39:12","slug":"enhance-wealth-by-mitigating-taxes","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/10\/10\/enhance-wealth-by-mitigating-taxes\/","title":{"rendered":"enhance wealth by mitigating taxes"},"content":{"rendered":"
<\/a>remember this before a liquidity event.<\/strong><\/p>\n by anthony glomski<\/i><\/p>\n the ideal investment plan can be hugely important to helping your clients meet their goals. the right investment strategies set your clients up very well to preserve their money.<\/p>\n more: <\/b>your client\u2019s instincts are wrong<\/a> | when clients don\u2019t listen<\/a> | do you know your client\u2019s total picture?<\/a> | the role of the personal cfo<\/a> but when it comes to your client\u2019s long-term financial health and well-being, investments are only part of the picture. to ensure that every part of their financial life is firing on all cylinders and working in a smooth, coordinated manner, you need to go beyond just the world of stocks, bonds and even complex alternative investments.
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