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Just because there's an economic downturn doesn't mean you can't have your share of opera, art, and sports.
Don't call off the vacation because budgets are tight—just try a few easy tactics to cut costs.
Your client is worried. Why? Because the euro is over $1.50? The sharp rise in gold? Think again. Most people are asking, "Have you seen how much more milk and eggs costs these days?"
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025
AI Marketing for Advisors
Begins October 23, 2025