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New year busy for financial advisers
Pat Paxton, managing director of Investment Planning Directors, looks over a chart he uses to help clients understand how the stock market has changed over the years. - photo by Crystal Ledford
While many are focusing on getting their bodies into better shape in 2014, the start of a new year can also be a good time to get one’s fiscal health on track. Local financial planners and advisers say January and February are two of their busiest months. “It’s the one time of year that everyone looks at their finances,” said Steve Voshall, president of Financial Benefit Group Inc. on Allen Street in Cumming.