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DiMercurio Advisors - The Learning Center

    Topic: Financial planning and analysis

    Is it ever okay to tap retirement savings early?

    Reviewed by Nate Richards EA | Published on Sep 12, 2025

    Financial Planning and Analysis
    Federal Income Taxes

    Should I take my required minimum distribution (RMD) in-kind?

    Reviewed by John Kirkland | Published on Sep 10, 2025

    Financial Planning and Analysis
    Federal Income Taxes

    What is a bank comfort letter?

    Reviewed by Nate Richards EA | Published on Sep 05, 2025 | Updated on Sep 5, 2025

    Financial Planning and Analysis

    How to Keep Accounting Costs Under Control

    Reviewed by Sheila Welch | Published on Sep 04, 2025

    Financial Planning and Analysis
    Bookkeeping and Accounting Basics

    What is return on investment (ROI) and how do I figure it out?

    Reviewed by John Kirkland | Published on Aug 08, 2025

    Financial Planning and Analysis
    Bookkeeping and Accounting Basics

    What is an effective tax analysis?

    Reviewed by John Kirkland | Published on Aug 07, 2025

    Financial Planning and Analysis
    Federal Income Taxes

    How do I know I need to change my budget?

    Reviewed by Janice Godin | Published on Jul 31, 2025 | Updated on Jul 31, 2025

    Financial Planning and Analysis
    Bookkeeping and Accounting Basics

    What is the best forecasting software for small businesses?

    Reviewed by Janice Godin | Published on Jul 14, 2025 | Updated on Jul 14, 2025

    Financial Planning and Analysis
    Accounting Software

    How to Set Effective Goals for Your Business and Achieve Them

    Reviewed by Janice Godin | Published on Jul 03, 2025 | Updated on Jul 3, 2025

    Financial Planning and Analysis