When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
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Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."
Robert Fogel