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Cases often go unreported because many times seniors are too embarrassed.6h ago
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Keeping their money invested for a longer period enacts the power of compounded interest growth.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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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
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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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To build their wealth, retirement savers are advised to take advantage of tax-advantaged plans including 401(k)s and IRAs.October 2
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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
