When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy.
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Once you start thinking about the future and how you want your wealth to live on, it’s tempting to dive right in and start putting money
Written By: Daniel A. Cesta, CPA, CFP®, MST
As you gather your 1099s and other tax documents in preparation for April 15th, now is also a good time to conduct
