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The best thank-you note etiquette is to send it within a week of what you are thanking the person for, be it a party or a gift. But you should also always send a thank-you note, no matter how late ...
Even if you didn’t ask for the gift, don’t like the gift, or you said thank-you when it was handed to you, you should still write a thank-you note. Keep stationery on hand so you can write the ...
For those of you who are unfamiliar with writing impactful notes of gratitude, here’s the secret to writing a truly heartfelt thank you note. When I finished writing the notes, I counted them up.
Typically a financial advisor will send you an engagement letter before you sign up for their services. An engagement letter is an industry standard that promotes transparency about your advisor ...
A financial advisor might be worth having if you stand to save more in taxes or gain more in asset appreciation than you'll spend on advisory fees. Daria Uhlig and Cynthia Measom contributed to ...
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