In this episode of 'Assets and Taxes' financial professionals, Kent Fitzpatrick AIFA®, GFS®, CBFA, and Peter Doherty MBA, CEXP, CFP®, analyze Donald Trump and Kamala Harris' tax policies in this video. Learn how their tax plans could impact your finances.
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Continuously improving your communication skills is vital to scaling your luxury real estate career. If people struggle to understand your point or have to ask clarification questions during a conversation, they may get annoyed. Being long-winded, or the opposite, providing too little detail, is... more
Being a Luxury Consumer is unto itself a “Lifestyle”. This demographic is not buying real estate to have shelter from the elements and a place to park their cars. They are seeking exclusivity; the ideal location, high-quality construction, affluent neighbors, unique architecture, and distinctive... more
Another best practice in your real estate career is similar to “Confidentiality”, in that when you practice it you are respecting the best interest of a client. It is the concept of “Safeguard.” By definition, this means “A measure taken to protect someone or to prevent something undesirable.” For... more
According to the Dictionary, the word "Luxury" has two meanings: 1.) A condition of abundance, and 2.) An elevated state of comfort. In other words, luxury is something that is desired because of how it makes us feel, however it is not essential to our existence. It is something that provides... more
In this episode, Asset Strategy's Business Operations Manager and Financial Consultant Bill O'Neill, AIF®, sits down with Asset Strategy's Director of Retirement and Senior Financial Consultant Tim Black, to talk about the ins and outs of Social Security. Tim and Bill discuss the qualifications to... more
