• Don’t Let HNW Clients Trip Over Real Estate Opportunities
    • by: Hank Berkowitz
    • February 25, 2019
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    A recent Spectrem Group study found that one in four investors with a net worth between $1 million and $5 million said they would invest in real estate. What’s more, our annual Wealth Advisor Confidence Survey™ 2019 found that nearly 90 percent of CPAs and wealth advisors are expecting a stock market correction within 12

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  • Before Your Clients Write that Tuition Check……
    • by: Hank Berkowitz
    • October 29, 2018
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    Now is the time of year that many clients are turning to you for advice about financing the jaw-dropping price of college tuition. Study after study confirms that a college education—one of the biggest legal rackets in America today–is still worth the price of admission and stress. But, several of our clients have been telling

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  • HB Clients Featured in National Media
    • by: Hank Berkowitz
    • October 22, 2018
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    It was another good week for those of you taking advantage of our Just in Time media relations services. Here are some highlights. ANTHONY GLOMSKI, founder of AG Asset Advisory, was the featured guest on the Angel Investor Podcast with Jeff Barnes. Author of the new book, Liquidity and You: A Personal Guide for Tech

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  • Pros and Cons of Serving on Boards
    • by: Hank Berkowitz
    • September 17, 2018
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    Many of you reading this post are at the peak of your careers. You’ve probably been asked to join multiple boards and wondering it’s worth it. Sitting on boards can be a great way to boost your credentials and give back to organizations you support. But, there is often a bigger time commitment than expected.

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  • Estate Planning Myths and Misconceptions
    • by: Hank Berkowitz
    • July 8, 2018
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    Now is the time of year when extended families get together at the beach, lake, mountains or national parks. While the focus is on meals, family bonding and R&R, it’s also a good time to get the ball moving about those sensitive estate planning issues. According to my friend Valentino Sabuco, founder of The Financial

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  • Can You and Your Clients Count on Social Security?
    • by: Hank Berkowitz
    • June 9, 2018
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    “Today more people believe in UFOs than believe that Social Security will take care of their retirement.” — Scott Cook, billionaire cofounder of Intuit. “Before Social Security existed, about half of America’s senior citizens lived in poverty.” – Senator, Bernie Sanders Depending on your point of view, Social Security is either one of the Big

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  • Be Entrepreneurial (even if you never start a business)
    • by: Hank Berkowitz
    • May 8, 2018
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    With graduation season upon us, the latest crop of smart, ambitious and hopeful young adults will officially enter the world of adulthood. For most, that will mean entering the workforce immediately or perhaps after one last overseas trip. Today’s kids have more pressure on them than any previous generation to show ROI on their monstrous

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  • DOL Fiduciary Rule Overturned (Again) — Are you surprised?
    • by: Hank Berkowitz
    • March 21, 2018
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    As most of you know by now, a federal appeals court vacated the fiduciary rule late last week. On the surface, the decision was a setback for consumers, investors and their advocates and it was a win the broker/dealers, insurers and others in the financial product sales arena who’ve been increasingly under pressure to recommend

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  • It’s Not All Doom and Gloom
    • by: Hank Berkowitz
    • February 26, 2018
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    The latest stock market volatility, combined with the Florida school shootings, the daily soap opera in the White House and the crappy weather in the East and Midwest could give even the sunniest of us the late winter blues. Fortunately there’s hope. The U.S. overachieved its way to Winter Olympic medals in our non-core sports

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  • HB Clients Attracting National Media Attention
    • by: Hank Berkowitz
    • January 3, 2018
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    Burning the midnight oil may seem lonely at times, but your efforts did not go unnoticed by your clients or the national media. Those of you who’ve been making your weekly Gut Check™ accountability calls are 5-times more likely to obtain coverage and guest publishing opportunities. Here’s a sampler: BLAKE CHRISTIAN, CPA explained to Financial

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