4 Tips on Being Upfront About Fees with Clients

Discussing—and justifying—the fees that a financial advisor charges can be one of the hardest discussions that advisors have with their clients. This is because advisors often fail to draw clear connections between the fees that they charge and the real value of the services that they provide. Advisors should be proactive in this discussion so […]

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The High Cost of Crowdfunding

You’ve probably seen a crowdfunding campaign in one of your social media feeds or in the news. Crowdfunding is a way to bypass traditional lenders and funders and raise money from the public – through the collective efforts of friends, family, customers, investors and people who just want to help. There are dozens of crowdfunding […]

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Don’t Miss These Tax Deductions

Tax Deductions You May Be Missing By Mark P. Cussen, CFP®, CMFC, AFC When it comes to filing taxes, getting the best returns is not about skill – it’s about what you know. Unfortunately, many taxpayers miss out on deductions and credits simply because they just aren’t aware of them. Several of the most overlooked […]

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