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May 2016

Choosing the Right Tool to Solve Your Financial Planning Problem

By | Financial Planning | No Comments

Technology is a wonderful thing. Technology creates problems and can come with unintended consequences. These are simultaneous, if seemingly contradictory, truths. Nowhere more so than in the world of financial advice. Back in the ‘old days’ of financial planning, practitioners created spreadsheets to model their client’s individual financial situations. The…

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