Financial Planning
New Look at Family Caregiving: Insights for Financial Services Professionals (Journal Article)
This article appeared in the January 2020 Journal of Financial Service Professionals.
Financial Planning
These articles are reprinted with permission from the Journal of Financial Service Professionals.
Accounting & Tax Planning
Perplexing Financial and Economic Issues for the CFO/Controller (Surgent Webinar)
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Accounting & Tax Planning
This article appeared in the September 2019 Journal of Financial Service Professionals.
Financial Planning
These articles are reprinted with permission from the Journal of Financial Service Professionals.
Financial Planning
Reverse Mortgages: Planning for the Overlooked Risk (Journal Article)
This article appeared in the May 2019 Journal of Financial Service Professionals.
Financial Planning
Social Security and Financial Security: The 1.42 Percent Solution (Journal Article)
This article appeared in the November 2018 Journal of Financial Service Professionals.
Financial Planning
The Impact of the Mortgage Term Selection on the Home Buyer’s Future Net Worth (Journal Article)
This article appeared in the November 2019 Journal of Financial Service Professionals.
Financial Planning
Program Overview Learn how to help your clients find more money for their short- and long-term financial goals. Help them create Spending Plans, to achieve the balance between building a stronger financial foundation and enjoying the journey. Distinguish yourself as the advisor who helps clients become more purposeful in their spending, increasing their quality of [...]
Accounting & Tax Planning
Three Ways the Tax Code Helps Low- and Moderate-Income Clients (Journal Article)
This article appeared in the September 2020 Journal of Financial Service Professionals.
Financial Planning
Twenty-Five Examples Illustrating How 529 Plans Can Benefit Clients (Journal Article)
This article appeared in the July 2020 Journal of Financial Service Professionals.
Financial Planning
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