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What does a Certified Divorce Financial Analyst do?

A CDFA® clarifies divorce finances. Learn more in this article.

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Tackling your veterinary school debt

Here’s a practical guide to help you tackle your student loans efficiently.

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Fiduciary responsibilities for plan sponsors

How financial advisors play a role in helping 401(k) plan sponsors understand and fulfill their fiduciary responsibilities.

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The importance of exit planning

As a financial advisor, one of the most valuable lessons I've learned is the importance of a well-thought-out exit strategy for business owners.

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Why every family should consider a financial advisor

Navigating family financial discussions is often tricky, especially when it involves decisions about the future.

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Veterinary practice retirement plans

Here’s why working together with ClearRode Financial Group to offer a 401(k) plan can be a game-changer for your veterinary practice.

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Benefits of 401(k) plans for business owners

In this article, I share several lesser-known aspects of 401(k) plans that can benefit your business.

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