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Tori Paulson

Financial Planners Can Help Lower-Income Clients More Effectively Than Many Think

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As inflation continues to surge, lower- and moderate-income (LMI) families search for ways to stretch their budgets and meet rising expenses. Many have little understanding of basic finances, and nowhere to turn for objective, fiduciary advice.

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July News | RIA Impact Partners advance pro bono service

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FFP’s RIA Impact Partners expand pro bono service across their firms.

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Pro Bono Client Impact Story: The Mang Family

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The Mang Family’s lives were turned upside down when father, Peter, was diagnosed with Gliobastoma Multiforme, an aggressive form of brain cancer, in 2018.

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FFP Salutes Volunteers Helping Seniors

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In recognition of Older Americans Month, we celebrate the pro bono volunteers, like Hannah Depew, CFP®, who help at-risk seniors with just-in-time fiduciary advice.

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Pro Bono Financial Planning During Pandemic Spurs a Call for Tech Innovation

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The COVID-19 pandemic arrived like a tidal wave on our shores, wreaking health and financial devastation on millions of lower- to middle-income (LMI) Americans, who often had no emergency fund while facing a loss of income due to employment disruptions and other factors.

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