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Strategies, tools and tips for the high net worth client.
 

The 10 Best and 10 Worst States for Wealthy Taxpayers

  • Apr 1, 2015
    The Daily Brief

    The Hispanic Wealth Project Blueprint

    The National Association of Hispanic Real Estate Professionals released the “Hispanic Wealth Project Blueprint” on Tuesday, a 10-year plan to triple the wealth of Hispanic households in the U.S. to $2 trillion....More
  • Mar 31, 2015
    The Daily Brief

    Where the 1% Live

    Connecticut has the highest number of individuals making over $1 million in income, accounting for 0.63 percent of the state’s tax-paying population, according to a recent study by personal finance website MoneyRates.com. Mississippi has the highest number of low earners....More
  • Mar 12, 2015
    The Daily Brief

    The Mythical Millionaire

    One week after the accidental death of the author of best-selling book The Millionaire Next Door, Helaine Olen writes in The Baffler that the object of the book – a self-made small business owner who, by frugality and savings, joins the ranks of millionaires - is increasingly a mythical creature....More

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