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Author Archives: Victor Larsen, CFP
The Value of a Fee Based Advisor
A shared goal, a stronger relationship. Why are more and more financial advisors fee-based? It comes down to philosophy. Advisors are increasingly choosing a business model that promotes a trusted, ongoing relationship with a client, rather than just a sale. … Continue reading
Posted in Retirement Planning, Retirement Saving
Tagged Choosing a Financial Advisor, Fee-based Advisor, Fee-only Advisor, financial planner
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What Are You Learning Today?
Lately, I have had the opportunity to have conversations with people in their early 20′s about the economy and how it is affecting perceptions of opportunity and success. One questions that I inevitably end up asking is, “What are you learning … Continue reading
The Opportunity Congress and The IRS Would Rather You Not Take
To the dismay of congress and occupy Wall Street crowds, there is a little-known opportunity in 2011 and 2012 to pass on wealth from one generation to the next. This five-million dollar limit to the lifetime gifting exemption is a … Continue reading
Posted in Estate Planning, Gifting, Tax Savings
Tagged Assets, Estate Planning, Gift Tax, Invest, Savings, Tax Savings
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What’s Going On in This Market?
We enter another week with major announcements from the Obama Administration about funding the deficit and creating jobs. I find this whole exercize rather amusing if not completely disconcerting. Politicians have a way of labeling the problem in terms that are … Continue reading
Posted in Current Events, Market Volatility
Tagged Job Creation, Media, Obama, Politics, Stock Market Volatility
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