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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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To make sure that clients don’t outlive their savings, use this tactic.
May 31
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Be careful with Social Security and Medicare. Missteps can hurt client relationships.
May 31
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Advisers can help with a mortgage strategy and squeezing out equity.
May 31
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Advisers can help with a mortgage strategy and squeezing out equity.
May 31
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Out of favor for a while, this strategy also offers a chance to boost income.
May 31
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Out of favor for a while, this strategy also offers a chance to boost income.
May 31
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Timing can be fine-tuned at the end, but put a plan in place years in advance.
May 31
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Timing can be fine-tuned at the end, but put a plan in place years in advance.
May 31
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Help retirees assemble the puzzle pieces if their plan includes homes in two or more states.
May 31
