Updated September 4, 2023, at 5:07 PM
Since his first book, The Power of Zero, was published in 2014, David McKnight and his team have been diligently guiding financial professionals and their clients towards the zero percent tax bracket.
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FIG NewsPress
Press Release: Financial Independence Group/RIA Insurance Solutions Announces Partnership with Fiduciary Exchange (FIDx) to Integrate Insurance Planning & Transactions into Wealth Management Processes
Distributed with permission from Envestnet and FIDx BERWYN, Pa., April 14, 2020 — FIDx, the first product-agnostic platform to integrate the benefits of insurance seamlessly alongside investment products, today announced a strategic partnership …
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Updated April 11, 2024, at 8:42 AM Tragedy and triumph in clients’ lives can be monumental and life-altering. This article alerts you to three dangerous planning mistakes—and issues that are too-often ignored …