{"id":112958,"date":"2023-06-21t16:20:05","date_gmt":"2023-06-21t20:20:05","guid":{"rendered":"\/\/www.g005e.com\/?p=112958"},"modified":"2023-08-01t23:56:28","modified_gmt":"2023-08-02t03:56:28","slug":"help-clients-with-basic-budgeting","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/06\/21\/help-clients-with-basic-budgeting\/","title":{"rendered":"help clients with basic budgeting"},"content":{"rendered":"

\"couple<\/a>some of them might need a reality check. use these worksheets.<\/strong><\/p>\n

by ed mendlowitz<\/i>
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how to build a stronger tax practice<\/i><\/a><\/p>\n

assisting clients who need help with their spending is a valuable service.<\/p>\n

more on marketing: <\/b>help clients manage their investments<\/a> | when clients remarry<\/a> | seven questions to suggest estate planning<\/a> | four reasons to perform tax projections<\/a>
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clients indicating they are high in debt and particularly credit card debt need help. following are some worksheets you can use to assist clients.
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read more →<\/a><\/p>\n