eNewsletter Archives

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eNewsletter Archives 2018-01-03T20:05:04+00:00

Mitch Anthony’s Intuitive Advisor provides you with articles and advice that address issues important to financial services professionals.  Each edition is packed with actionable ideas that you’ll be able to implement in your own practice right away. Every month Mitch and “Practice Doc” Al Depman—as well as guest columnists—provide you with the tools and techniques to help you practice with a purpose.  Best of all, it’s free!

Past eNewsletter’s

The Gift We Get By Giving

by Mitch Anthony "It is by spending oneself that one becomes rich." —Sarah Bernhardt There are only four things you can do with your money: Owe it (taxes and debt) Grow it (investing and saving) [...]

Getting it Right

by Mitch Anthony I have been amazed at how few advisors I interact with take their clients through a cash-flow analysis. When I ask them about it, most give one of two reasons for their [...]

The Hidden—and Not So Hidden—Costs of Education

by Mitch Anthony In some communities, getting into certain kindergarten programs can be as tough as getting into an Ivy League school. Since 1997, the number of kids taking the ERB (an aptitude test used [...]

Investing in Yourself

by Mitch Anthony Few conversations are more fascinating than what money means in our lives. People constantly mull, study, worry, regret, scrutinize, second-guess, hope, and fantasize over money. At its best, money helps us live [...]

Becoming Indispensable to Your Clients

by Steve Sanduski Over the next few years, it's going to become harder and harder to maintain the 1 percent AUM fee that is common in our industry. From my perspective, there are two possible [...]

Prepare Psychologically for Retirement

Originally posted at Abqjournal , by Donna Skeels Cygan.Is Sunday evening the best part of your week? Many recent retirees tell me they savor their Sunday evenings, because they are no longer stressed about going to work [...]

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