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Developing a Meaningful Client-Advisor Relationship

Build trust with clients by taking a holistic approach to retirement planning by discussing these five topics.

Spotting the Great Divide between Early and Late Boomers’ Retirement Preparedness

Posted on July 15, 2013 by Cathy Weatherford

What a difference a decade can make. For the Baby Boomer generation, it can be the difference between enjoying a financially secure retirement and finding yourself underprepared for your post-working years.

Don’t Let Your Children Inherit Your Nursing Home Bill

Not planning for long-term care (LTC) expenses in retirement can easily deplete funds Boomers had intended to leave their children. In fact, depending on where you live, your kids could even be liable for your unpaid nursing home bills.

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