21 Tips for Moving From Middle to Upper Class According to Financial Pros:

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You could ‘owe huge taxes’ next year if you don’t make this update, says CFP—how to check if you need to:

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25 Ways Wealthy People Look at the World Differently:

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Read Chris’s ideas on how to invest in a rising interest rate environment:

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To short, or not to short? That is the question facing advisors:

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Read Chris’s views on the best way to fund education in: 

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Read our thoughts on why advisors are being forced to considering cash:

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Read how Chris keeps families engaged throughout the financial planning process: 

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What's the worst money take you think you'll hear this holiday season?

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Also featured on:

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Investors love SMAs but what do advisors think?

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Read our thoughts on how we view financial planning as a family affair:

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Read why we believe the CFP®  designation is the gold standard:

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As a lifetime Cowboys fan, Chris agrees with this New York Giants quarterback:

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New York Post

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Advisors consider opportunities in Chinese stocks as nations’ leaders meet:

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