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In the News

Holistiplan Helps Financial Advisors Reassure Clients and Find Planning Opportunities

Apr 15, 2020

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In the News

Reviewing Tax Returns Can Help Financial Advisors Reassure Clients and Find Planning Opportunities

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In the News

Holistiplan Rolls Out New Feature for Optimizing Tax Brackets; With the “Solve for Max” feature, advisors can more easily find a client’s optimal tax bracket.

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