Category Archives: Our Blog

5 Tips to Budget for Christmas in July

5 Tips to Budget for Christmas in July We know that it’s July, and no one is eager to be reminded of snow and sludge. However, given that Americans spend an average of 2% of their income on Christmas gifts[1], Christmas is an important budgeting line item. By preparing early, your clients can celebrate...
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The Importance of Interns

The Importance of Interns …in conversation with Randall A. Hoover In fall 2016, Randy Hoover presented The Power of Internships at our Practice Management Conference in Scottsdale, Arizona. This week, we spoke with Mr. Hoover to ask some important questions, and see if any of his best practices have changed. We were delighted to learn the...
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5 Tips for Boosting Your Summer Savings

Summer spending can drain your bank account before it’s time to drain the pool. While summer is a fantastic time to take advantage of great weather and vacation time, it is important to stick to your annual budget. These five tips could help your clients stay afloat through the fall.
  1. Air-wareness. Air conditioning is a...
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5 Things to Know About a 529 Plan

Whether a child is 8 or 18 years old, you and your clients should financially prepare for his or her college education. Many clients have questions and concerns about 529 plans, especially if college may not be an immediate priority. Here are some common questions and answers to help guide the conversation toward savings success.
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