What makes a financial advisor successful?

What makes a financial advisor successful?

There are many qualities that make a successful financial advisor: time management, marketability, knowledge and experience, sustainability and niche marketing. Perhaps the one that tops it all is...
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Are CPAs and Tax Preparers doing all they can for consumers?

Are CPAs and Tax Preparers doing all they can for consumers?

As there are nearly 50 million taxpayers with student loans, tax professionals will commonly see 1098-E loan interest forms every spring. All too often, it’s a cursory review of interest paid and the...
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