We consider it a part of our duty to our clients to make as much progress as possible in resolving investment and planning questions as time allows. Progress can be made in a few ways, and they reflect the basic models of our industry...
Despite appearances to the contrary, this is a blog post about canning vegetables. No matter what I say next. We love the recovery of forgotten skills, as our clients know—because we point it out in just about every other issue of American..
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..
We are regularly informed by our property and casualty insurers of the advisability of maintaining a record of our possessions for insurance purposes. It is usually recommended that we take note of the significant items in a written..
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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