Do You Need to Change Your Accountant?

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When meeting with my clients to review their retirement portfolios – on of the key questions I ask them is “When was the last time you met with your accountant to review your tax strategy and how it applies to their overall investments?”  What I usually get is a blank stare and the response “I didn’t know I needed to do that”.  My regular readers will know that I meet with my accountant every 90-days to discuss my current financial ... Continue Reading →