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Cases often go unreported because many times seniors are too embarrassed.October 15
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Investing in tax-advantaged accounts and automating contributions are a few strategies that could help.October 9
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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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Four erroneous beliefs cause many new planners to fail.October 3
Chief Investment OfficerMomentum Advisors
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With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.October 1
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Pre-retirees expect their annual health-related expenses to top $7,000 once retired, however the actual cost can be much more.September 25
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Nearly three in four defer medical treatment, get suboptimal care to avoid deductibles or skip appointments to sidestep a bill.September 23
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Hiring choices are having a ripple effect on compensation.September 12
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With the net unrealized appreciation, workers can roll some employer stock into a taxable brokerage plan.September 3
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It's important to teach younger advisors every aspect of your practice. Start with "I don't know."August 30
Director of PlanningLife Planning Partners
