December 04, 2011
The InvestmentNews article "Advisers: Can you pass the 'trust fall' test?" by Lavonne Kuykendall notes that the key to retaining widowed clients is building deep ties early on. "Widows “need to feel a level of comfort” dealing with their adviser, and that comes from a having “a relationship that is fostered over time," says ACA member Susan Honig.
May 09, 2012
May 03, 2012
May 01, 2012
One of the most stressful parts of tax filings is gathering the information. Managing tax recordkeeping as a year-round job makes the actual filing of the return much easier.
Erin Baehr
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