Taking the steps to create a financial plan is one of the most important leaps you can make towards establishing a successful financial future. It is your “road-map” that clearly defines the steps you need to take to successfully achieve you financial goals. Though having a well-thought out and clear financial plan is excellent to have, it is not worth much unless it is implemented and progress is tracked. Given this fact, and that we are in the midst of our Financial Plan Update season, we felt it would be beneficial to touch upon the importance of not only having a financial plan, but updating it on a regular basis.
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- Tax Strategies for Charitably Inclined Taxpayers
- D3 Nominated for Santa Fe Chamber of Commerce Business Award
- A Solution for Business Owners Seeking Tax-Deferral & Savings Beyond a 401k
- Benefits and Considerations of Donating to Charity Using Qualified Charitable Distributions
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