Advizr Blog / Case Study

by Rachel Sanborn, on November 9, 2017

Thanks to the complexity of US tax code and the nuances of various Social Security (SS) benefits, volumes have been written about how to “maximize” Social Security benefits. There are …

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Topics:RetirementSocial SecurityFinancial PlanningCase Study

by Rachel Sanborn, on September 28, 2017

The nature of a cash flow-based approach to financial planning, even if it is centered around the client’s goals, means that any platform assisting in the creation of such a …

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Topics:Features and SkillsCase StudyPractice Management