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Financial Planning / Tax Strategies


Subject:  Re: Dear Client: Date:  3/4/2014  12:22 PM
Author:  Melancholia2 Number:  120347 of 131134

Would it help if you explained to them that it costs them more money in fees to you for you to do the "paperwork" (technical term understood by little old ladies) than they are actually making from the dividend?

Even little old ladies understand "this costs you money."
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