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Summertiiime…And the Financial Planning is Eeeeasyyyyy

Personal FinanceBy Kristi SullivanMay 17, 2021

No, the title is not a typo.  Click here if you need a reminder of a classic tune.   Now that you are singing, here are three reasons why summer is a great time to do financial planning.   Financial advisors are not under the gun for any tax deadlines (year-end activity, tax filing business)…

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