A Deadline-Free Review


By Glenda Summers, CFP ®, Senior Advisor Associate

For certain people tax season serves as the once per year review of their financial situation.  Marking April 15th off of the calendar with a sigh of relief may equate to putting finance-related records away in a drawer to collect dust until next year. Now that the looming tax […]

A Deadline-Free Review2016-11-05T00:31:05+00:00