Why is it hard to find information about Family Offices? 1️⃣ Tax Authorities: High-profile individuals attract tax scrutiny, while wealthy, low-profile families often resolve issues quietly. 2️⃣ Privacy: Wealthy families avoid media scrutiny and poor coverage that can damage reputations. 3️⃣ Overwhelming Pitches: Family offices get pitched to all the time. They stay lowkey to carefully curate deal flow, filtering out thousands of irrelevant approaches. 4️⃣ Crime Risks: Wealth attracts both physical and cyber threats, pushing families to stay under the radar. 5️⃣ Political Targeting: Media attention can make wealthy families targets for opportunistic politicians and unwanted scrutiny. How AdvizorPro Solves This Problem AdvizorPro’s robust process of collecting family office data provides verified contact details, including emails, phone numbers, and investment interests. With advanced filtering and CRM integrations, we make it easy to target decision-makers and build meaningful connections. Stop searching—start connecting. Let’s talk! #familyoffice #advizorpro
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Retiring soon? Making informed decisions about Social Security is key to maximizing your benefits based on your personal situation. In a recent MoneyGeek.com article, Nicholas Ockenga shared some insights on how the program works for the average American: https://lnkd.in/eBczVfpH #financialplanning #socialsecurity
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Understanding what data and whose data you have is a key objective when deploying a Zero Trust Data Protection program.
National Security Federal Policing Investigator, Privacy & Security Technologist - working to build the world we were promised, not the world we deserve.
This is why everyone needs software like Lightbeam.ai or Nuix Neo to quickly review all documents before filling them in court. Otherwise you might accidentally reveal 22,931 Social Security Numbers. . . per day! https://lnkd.in/gr_JKmSy
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Helping hard working America maximize their money | CEO/Founder of Millionaire Within | Financial Strategist | Speaker I Veterans chair | ELK
It's not just about building wealth—it's about building confidence, security, and freedom as a woman, and as a mom. #FinancialIndependence #WomenEmpowerment #SecureYourFuture #BuildYourWealth #millionairewithin
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Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that’s more hype than truth:
What You Need to Know About Social Security
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Interested in learning more about the benefits of Social Security and how to plan for them? We would be happy to sit down with you to answer any questions you may have! (207) 707-7346 tshupe@mygfpartner.com lcameron@mygfpartner.com #GatewayFinancialPartners #BenchOfLife #SocialSecurity #FinancialPlanning #PersonalFinance
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Thinking about when to claim Social Security? 🤔 It’s more complex than it seems. We discuss how timing, income, and long-term goals all play a role in optimizing your benefits. Learn how to tailor a strategy that works for your unique situation. #SocialSecurity #RetirementStrategy #FinancialPlanning https://lnkd.in/ehGbkMnd
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Editorial Director, Morningstar Investment Management LLC | Creative communicator and problem solver for fintech and global wealth management.
An interesting behavioral factoid from the new Christine Benz "How to Retire" book (out this week): People tend to assume they won't live until the "breakeven" point if they delay Social Security, enough so that the SSA removed the tool from its website! #RetirementPlanning #SocialSecurity #FinancialLiteracy #BehavioralFinance Excerpt here: https://lnkd.in/gQMd9taj
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Choosing when to file for Social Security is a complex decision. Our latest post includes several helpful charts and important considerations. Link in the comments. #financialplanning #wealthmanagement #retirementplanning #financialwellness #financialadvice
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Are you still sharing your Social Security Number (SSN) for business reasons? STOP ✋ Even if you're a sole proprietor, you now have the option to acquire an EIN (Employer Identification Number). This EIN can be used for various purposes, including opening bank accounts, completing W-9 forms, and filing 1099s. It's an easy and cost-free step to formalize your business and safeguard your personal information! #GrayCPA #YourCFOs #ProtectYourPrivacy #BusinessSecurity #EINNumber #SmallBusinessTips #DataProtection
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