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Your clients will want to know how credit cards are going to change before new rules go into effect in early 2010.
You pour so much time, energy, blood, and sweat into helping your clients. What have you done for yourself lately? The first step in serving your clients is making sure you're taking care of yourself.
Everyone needs to sock away cash in case of an unexpected event, and rarely is paying for it with plastic a prudent idea.
Americans are falling deeper into debt. If you are, here are some ways to handle the situation.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025