In this Issue: September 2016

This year, our annual focus on financial planning is organized around the advice individuals need at different stages in their lives. Many people rely upon the advice of professionals to weight the financial decisions that accompany the choices they need to make throughout their lives. As trusted advisors, CPAs are the ones most likely to be by their clients' side as they pass major milestones. They can offer individuals informed advice and direct them to other professional advisors as needed throughout the process. This lifecycle planning approach ensures that CPAs giving clients the counsel they need when they need it most.

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