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Collective investment trusts have been gaining popularity as an alternative to mutual funds.
May 31
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Applying for Social Security benefits before clients turn 66 doesn’t necessarily mean they will get them then.
May 31
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The best way to cut the tax bill is to pull from a variety of income sources.
May 31
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Suggesting the rule of thumb of cutting expenses by 30% may not go over well.
May 31
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The best way to cut the tax bill is to pull from a variety of income sources.
May 31
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This could help explain to clients why most should probably wait until 70 to collect benefits.
May 31
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This could help explain to clients why most should probably wait until 70 to collect benefits.
May 31
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The ‘when’ of stock market ups and downs can be just as crucial as the ‘how much.’
May 31
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Using life insurance to pay for the costs may be a smart move for some clients.
May 31
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Advisers should ask key questions to best estimate how much retirement savings is really needed.
May 31
