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MFAC BLOG

Navigating the Tax Landscape
Tax planning is more than just filing your tax returns in April; it is about creating a comprehensive strategy to manage your tax...
Tad Jakes, CFP®, EA, ECA
1 day ago4 min read

Mastering Investment Planning: A Primer for Affluent Investors
In today’s complex financial landscape, affluent investors face many opportunities and challenges when it comes to investment planning....
Tad Jakes, CFP®, EA, ECA
6 days ago5 min read

Optimizing Cash Flow Management for Long-Term Wealth
As we delve deeper into our wealth management series for affluent investors, we've laid the groundwork by exploring the need for...
Tad Jakes, CFP®, EA, ECA
Mar 203 min read

Setting the Foundation: Your First 90 Days of Wealth Management
Embarking on your wealth management journey can feel daunting, especially in the first year. However, the key to long-term success lies...
Tad Jakes, CFP®, EA, ECA
Mar 183 min read

Mastering Your Finances: A Comprehensive Guide for Affluent Investors with Growing Wealth
Welcome to our exclusive blog series, "Your First Year of High-Net-Worth Financial Planning," designed specifically for affluent...
Tad Jakes, CFP®, EA, ECA
Mar 112 min read

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