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Del Monte Group
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A Place of Possibility for Wealth and Families
A Place of Possibility for Wealth and Families

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We love working with numbers at DMG, hence the reason we are geeking out to celebrate Pi day today! As awesome as mathematical constants go, you could say it’s kind of a big deal.

Did you know that Pi is an irrational number? You cannot write down a simple fraction that equals Pi.

It makes us think about families and how irrational we can be when communicating with each other. How does Pi ring true with your irrational family members? As the old adage goes, family is like fudge – mostly sweet but with lots of nuts! Happy Pi day!
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What if you never came back from taking out the trash? Dying unexpectedly happens, and we have three financial planning strategies to prepare your loved ones. This post is a must read for everyone! http://ow.ly/vO6H309wX9r

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Ever wanted to know more about what drives our economy, or just what happened during the recession of 2008-2009? Check out this video, How the Economic Machine Works. http://ow.ly/dywu309iuTb

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The Retirement Manifesto - One of the most interesting elements about retirement is that it’s a future that you can’t truly experience. Perhaps we can learn from those already experiencing retirement, as they look back at what their expectations were when they were in our shoes.

The attached article may provide an image of your future reality. Can you revise your assumptions, while you still have time to make a difference? Please read this article and lean on our DMG team for a retirement analysis of your own! http://ow.ly/w6Vr30973Dm

The Retirement Manifesto
One of the most interesting elements about retirement is that it’s a future that you can’t truly experience. Perhaps we can learn from those already experiencing retirement, as they look back at what their expectations were when they were in our shoes. The attached article may provide an image of your future reality. Can you revise your assumptions, while you still have time to make a difference? Please lean on our DMG team for a retirement analysis of your own!

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How can being right be so wrong? Check our Richard’s latest blog post to find out! http://ow.ly/nior308PaOq
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Dow 20,000: Is it Irrational Exuberance all over again? Check out our latest blog post to find out! http://ow.ly/3N6b308o1Zg

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Hot off the press! Here is the latest in Richard Del Monte’s blog series, Being on a Roll. This time we look at the intuitive vs. the analytical minds. Enjoy! http://ow.ly/iSS3307Q8vX

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We applaud Louisiana’s mandatory financial literacy education for children, and hope other states follow suit! http://ow.ly/P7ob307cTmO

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I met with Congressman Mark DeSaulnier (a really great guy!) this morning, joining with a group of prominent local business owners, led by Keith Schiller, a phenomenal estate planning expert and attorney.

The IRS is set to implement changes to IRS Section 2704, which will disallow family-owned businesses to discount the value of minority ownership interests for estate tax purposes. These discounts are fair, because a small fractional ownership is not usually saleable, and the fractional owners have no managerial control, so who in their right mind would ever pay full price for a piece of a business they can’t sell or control? Adding insult to injury, non-family owned businesses are still able to use these discounts under the proposed regs. How in the world is that fair?

Attendees included Keith Schiller, Esq.,.Tim Southwick, owner of Toyota of Berkeley, Bob Brosamer and Steve Wall, owners of Brosamer & Wall Inc., and Steve Pleau, president of the Future group of automobile dealers, including Future Ford of Concord. http://ow.ly/Cw7t3076oAK
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