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Everyone is spending-conscious these days—help your clients (and yourself) save some money with these thrifty tips.
The tightening of credit after last year is assured, but the long-term role of credit in the economy is not so obvious. See what the experts at Wharton have to say about the evolution of credit.
Everyone needs to sock away cash in case of an unexpected event, and rarely is paying for it with plastic a prudent idea.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024, Chicago, IL
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024