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    How Can Financial Advisors Add Significant Value for Clients?

    Financial advisors have a great opportunity to help clients harboring misunderstandings of common systems with significant financial impact. Using education and visualization of these systems, it's possible for advisors to create retirement planning strategies that add significant value to their client's lives.
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    How Advisors Should Talk Tax-Efficient Planning With Clients

    The elephant and the snowball Taxes are a critical piece in retirement planning, yet most financial advisors avoid discussing the topic for several reasons. First and foremost, they fear violating federal regulations or industry standards that limit who can provide "tax advice."
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    Tax

    See Tax Clarity in action

    Advisors are using Tax Clarity to quickly produce a Tax Map and demonstrate how even the smallest adjustments to client retirement income will significantly reduce tax burden.
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