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What Does a CFP® Certificant Do?

By Bruce Starks, CPA, CFP®



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Financial Planning Strategies to Maximize Social Security Benefits

By Bruce Starks, CPA, CFP®



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Telling Your Story Can Lead to Successful Relationships

By Ross Greene



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Financial Advisors and Financial Planners can Now Put the IRS in their Pockets

By David Greene



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Practical Advisory Steps for clients or Prospects Who Want to Accumulate Funds for Retirement

By David Greene



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Do Financial Planning Programs Prepare You for What You Encounter on the Job?

By Dan Greene



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Want to Know More About A Not So Obvious Benefit of Roth IRAs?

By Bruce Starks, CPA, CFP®



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What Changes Did the CFP Board Make to Exam Retake Limits?

By Dan Madden



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Your Estate Plan – If it’s Not in Writing, It Doesn’t Exist!

By Bruce Starks, CPA, CFP®



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