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Are you considering a search for a financial planner? Different people seek financial planners for different reasons.  Given that individual circumstances differ; care should be taken to find a financial planner that fits your unique needs. For example, an individual with a cancer diagnosis may have...

Back to share more expert advice is financial planner, Kristi Sullivan! Today she is sharing some practical end of year tax tips for individuals and small business owners. Think you can wait until December 31st to do tax planning for 2016?  Think again!  Starting your tax to-do’s earlier...