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I was standing in my neighbor’s kitchen, having just mentioned something about “our financial planner” to her. My neighbor is a retired CPA, sharp as a tack, and a dedicated do-it-yourself investor.

A holistic financial plan goes beyond—here’s how to approach it.

Discover the function and importance of sales drafts in transactions, and learn how they verify purchases and protect ...

Teams need a metric that tracks more than just calendar days. The close quality score is an effective way to do just that.