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As we head toward the busy holiday season our attention is on family and friends, and the time we’ll spend with those closest to us. There are however, many other important things to consider at this time including an assessment of our charitable giving for the year.

Making a sandwich is easy. Making a perfect sandwich? Not so much. Standard economics assumes people make rational, utility-maximizing, optimal choices.

In the alphabet soup of professional certifications, it can be hard to navigate which financial designation is best suited for you and your practice.

Poet William Butler Yeats once said to “think like a wise man, but communicate in the language of the people.” While it’s true that the right verbiage and empathetic delivery may show clients you understand their unique reality and circumstances, even the most well