Time for a Financial Physical?

One of the most frequent questions asked by our readers is: “How often should a financial plan be updated?” While

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Will I Be Okay?

One of the key questions on the minds, if not the lips, of your patients is likely to be, “Am

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A Different Kind of Plan

According to a recent poll, 41 percent of baby boomers who have a living parent are providing some sort of

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A Financial Planning Update

Just as one’s physical health changes over time, so does financial well-being. Thus, readers have asked how often a well-written

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5 Financial Mistakes to Avoid

As 2013 begins, many of us have made resolutions to improve our lives. Being CPAs, we tend to reflect more

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