This article from Accounting Today, written by John Napolitano, deals with some of the common mistakes that clients and planners often make. Napolitano points out how clients and planners tend to focus on the surface level and day-to-day inaccuracies instead of looking at the bigger picture. This article will address a few costly mistakes and asset errors that tend to go overlooked.
https://www.accountingtoday.com/news/financial-planning/in-financial-planning-everyones-human-74770-1.html?pg=1
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