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Armed with some specific details, advisors can explain why the seductive option is both too good and too good to be true.
October 11
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Clients are advised to have an emergency fund, create a monthly budget and repay their high interest debt.
October 10
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Proactive measures, like rethinking the index used to assess seniors’ cost of living, may be called for.
October 10
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Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves
October 10
Mercer Advisors -
Investing in tax-advantaged accounts and automating contributions are a few strategies that could help.
October 9
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The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.
October 8
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Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.
October 7
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Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.
October 4 -
Clients should think of the years as empty buckets and keep the amount of income into each bucket level per year.
October 3
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To build their wealth, retirement savers are advised to take advantage of tax-advantaged plans including 401(k)s and IRAs.
October 2
