by Todd Burkhalter | Feb 14, 2014 | Education, Financial Planning
In my role as a Consultant with DDS Financial I have been conducting Life Insurance Audits, now a routine part of the firms practice. There have been a number of mistakes that the Audit process has brought to light and that we have since corrected. There are 3 most...
by Todd Burkhalter | Nov 1, 2013 | Education, Financial Planning
This information was provided by Money Education. Please feel free to contact me with any questions regarding how this information impacts your personal planning.
by Todd Burkhalter | Jul 18, 2012 | Education, Financial Planning
An audit is typically a word that makes most cringe, maybe not so different than when a person hears about a root canal. Dictionary.com refers to an audit as an official examination of an account, building etc. that evaluates or improves its appropriateness, safety or...
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