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Secrets of the Self-made

Secrets of the Self-made

There’s a fascination with the wealthy and how to get there. As part of our work, we see lots of unusual and interesting vocations of high income self employed. Here are five articles with tips and characteristics of self-made millionaires that might inspire you or make you think how you can be self-made. read...
What Is a Defined Benefit Plan?

What Is a Defined Benefit Plan?

Many financial advisors and CPAs are looking for ways to help their clients save money on taxes, and build wealth. Defined benefit plans are a good option for high earning professionals, particularly those who are maxing out their 401(k) and profit sharing plan contributions each year such as medical and dental practices and very profitable small business. read...