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Jonathan Albano

Displaying 3 results

Topic

Help your clients avoid disastrous mistakes when filling in college funding gaps

Funding a child's college education shouldn't blow up their retirement.

Topic

How over-emphasizing tax deductions can get your clients into trouble

A quick post-mortem of this year's filings could lay the groundwork for the rest of 2017 and beyond.

Topic

4 ways to position your practice to attract more high-net-worth clients

It's one thing to target this market. It's another to be able to serve it capably.