by Kelsey Ponesse, CPA August 18, 2020 3 Financial Planning Trending COVID Financial Planning Opportunity 1: Revisit Financial Goals COVID has brought us several financial planning opportunities, the first one being the chance to revisit your financial goals.
by Kelsey Ponesse, CPA July 29, 2020 3 Financial Planning Trending Four Financial Planning Opportunities to Take Advantage of During the COVID-19 Pandemic Financial challenges brought by the COVID-19 pandemic create several opportunities. Here are four that should be considered.
