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The Best Time to Start a Financial Plan is Now

by Tricia Bush, CPA, CFP®, Partner, Bestgate Advisors Gone are the days when a pension was the golden ticket to a secure future. With the evolving landscape of employment and the diminishing prevalence of pensions, the responsibility for retirement savings has shifted to the individual. One of the most common ways for individuals to save…

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· Columns

The Best Time to Start a Financial Plan is Now

by Tricia Bush, CPA, CFP®, Partner, Bestgate Advisors Hi, I’m Tricia Bush, CPA, CFP®, and I’m here to share with you what I’ve learned from working with successful retirees to help lead you to your financial and retirement goals. One of the overriding themes I’ve seen of those who have been successful is that they…

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