Is Conventional Planning Meeting a Reasonable Fiduciary Standard
Interesting: Retirement writer / researcher Dirk Cotton was an advisor to New Retirement. But his preferred planning software was Maxifi: http://www.theretirementcafe.com/2019/07/my-preferred-planning-software-is-maxifi.html
Interesting: Retirement writer / researcher Dirk Cotton was an advisor to New Retirement. But his preferred planning software was Maxifi: http://www.theretirementcafe.com/2019/07/my-preferred-planning-software-is-maxifi.html