News & Updates

Preparing for Success: Your Guide to CFP & QAFP Exam Prep

As the weather cools, you might find your stress rising with the Certified Financial Planner (CFP) and Qualified Associate Financial Planner (QAFP) exam dates fast approaching. It’s time for financial professionals to solidify your study plan so you can secure your future. These exams are pivotal milestones in your career,…

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Latest

Mar 2019 Newsletter Article: The Broken Medical Expense Tax Credit

Your clients are likely rounding the corner to tax season, and gathering up receipts to support their desire to minimize their tax bills. Some of those receipts will likely include…
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