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Learn three tax planning strategies retirees should consider before year-end.
January 8, 2019
BDF’s Chad Carlson met with Julie Cooling, Founder & CEO, RIA Channel to discuss navigating client concerns through market volatility. Click here to watch the interview.
Yes! Heather Locus CPA, CFP®, CDFA®, founder of BDF’s Women’s Service Team, explains why.
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