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 […]
Another tweet thread that needed to be saved from being buried. Financial Advisors, as you consider what to do for Holidays for gifts for your clients, check out this Tweeter thread for ideas. Chocolate for the win - our bias Below, just highlighted a few that looked interesting. Fellow advisors - what's the best client […]
