Choosy Clients
NEWS DIGEST
Source: Certified Financial Planner Board of Standards national survey based on responses
from 996 upper-quartile households, www.cfp-board.org .
FROM THIS MONTH'S ISSUE
Flip out with the latest Tech Q&A
The September Technology Q&A column shows how to create dynamic to-do lists with Excel's checkboxes and also how to set up multifactor authentication texts that don't rely on phones. Flip through both items and view a video walkthrough in our digital format.
From The Tax Adviser
August 30, 2025
2025 tax software survey
July 31, 2025
