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Day: June 14, 2019

Beware of Cookie Cutter Solutions

Ron Dickinson explains why financial plans should not be cookie cutter

[fve]https://vimeo.com/157152804[/fve] Video Transcript Hi. I’m Ron Dickinson, Certified Financial Planner and CPA. I brought with me a cookie cutter this morning. It’s a very useful tool for turning out clone cookies, ones that look exactly like another. But when it comes to financial planning, I’m not sure if using a cookie cutter is the right […]

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