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Financial Planning & Your Clients

Our CPA Financial Planning thought leadership has been curated with the intention of explaining the benefits and basics of financial planning.  Our goal is to give CPAs information that will allow them to speak with clients about their retirement goals and how a financial plan will benefit them.

If you haven’t got a plan to increase your income about as much as your living costs are going up in retirement, then you may without realizing it have a plan for running out of money.

Financial Planning: Allowing Your Clients to Have Enough Money to Retire & Remain Comfortably Retired

Behavioral Investing

Behavioral Investing

Controlling Emotions & Avoiding Self-Destructive Behavior

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Business Owners & Financial Planning

Business Owners & Financial Planning

Business Owners & Retirement

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The Elements of a Financial Plan

The Elements of a Financial Plan

A Financial Plan is More Than an Investment Portfolio

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Why Clients Should Have a Financial Plan

Why Clients Should Have a Financial Plan

Straight Talk About the Benefits of Financial Plans

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Lou Melone,CFP®

Lou Melone,CFP®

Have a Cup of Coffee with Lou

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CPA Collaboration

CPA Collaboration

We Believe the Financial Planning Team Includes CPAs

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