A few years ago, we had an intern, and one of the tasks we set him was to reflect on life lessons that related to investing and financial planning. He developed a mental map for the process that resonated with him, and it looks like it has..
One of the great things about our Planner is the ability to keep your financial plan updated in real-time without having to scavenge all of your updated account statements and balances once a year or so to have us manually bring the plan..
Over the next several months, there are going to be a number of communications coming to our clients. This is a small preview so everyone will know what to expect. If you aren’t a client of ours, this may not interest you, but you might..
There have been a lot of things happening behind the scenes at PFYT lately, and we wanted to take a minute to let you in on some of them. I sat down to write about a few of them, and began with a yellow legal pad and a pen, and started..
Every year we get a lot of questions about 1099 delivery, which used to be a very straightforward process, and now is seemingly anything but. Advisors generally just sit back and weather the storm, answering calls as they come in, and..
We are pleased to announce (after what seemed like a very long beta test) the rollout of the PFYT Planner, our new interactive planning portal for use with our planning, advisory and consulting clients. I boasts a number of compelling..
Well, besides trying to stay dry here in Columbus this summer, we have been making plans to move our office back downtown. We have no ill feelings toward Dublin…we like Dublin very much! However, when faced with a massive construction..
We took a little hiatus from posting blog content while a number of things have been going on behind the scenes at Plan for Your Tomorrow. We took a little recovery time from tax season, and we are preparing our mid-year reviews. Along the..
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