Advisor to Client

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Financial Planning

Cash flow planning: Go for gusto

Cash flow planning isn’t about sacrifices and delayed gratification; it’s about living with gusto.

February 18, 2014

1 min read

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Tax

Give the taxman less of your business

When you own a business with substantial earnings, an estate freeze can keep tax costs down.

By David A. Altro and Jonah Z. Spiegelman |February 14, 2014

3 min read

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Risk Management

5 steps to estate planning success

When was the last time you reviewed your will? Five steps to ensuring it still works.

By Elaine Blades |February 14, 2014

3 min read

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Investing

The importance of undistributed earnings

Modern portfolio theory suggests you should value stocks based on the sum of discounted dividend cash flows — called the dividend discount model (DDM).

By Susy Abbondi |February 14, 2014

2 min read