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July 7, 2020

Tuesday Comic - Client Relationship Management

Trying to make your day a little brighter with comics.
June 30, 2020

Tuesday Comic - Yields

Trying to make your day a little brighter with comics.
December 17, 2019

Tweets for thought - SECURE Act

Well fellow advisors, I came across another amazing Tweeter thread that is important to save and not let it get buried. This time it is from Jeff Levine, CPA/PFS, CFP® regarding the SECURE ACT. Jeff did an amazing job distilling many of the important parts for financial advisors. Thanks, Jeff! And now your tweet is […]
November 13, 2019

Prepare a cushion for your clients.

A great resource to visualize withdrawal rates and how market cycle will come in to play.
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