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If a client has not maxed out their 401(k) the program suggests two strategies. 1) savings if there is a matching employer program and 2) savings if employee co...
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I get that most things are probably shared electronically. However, there may be situations where hard copy is still the optimal discussion medium. The color in...
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On at least three separate occasions when trying to delete a strategy an error message popped up causing me to refresh the screen. After refresh the delete did ...
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Reloaded Tax Advisor. Client now showing.
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Selected client, sync'd client, opened Tax Advisor, and
