Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance.
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.