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Clients who gain clarity about their desired retirement lifestyle are more likely to commit to financial strategies to support it. (By Dave Buck)

Jerilyn Klein -

Why Help Your Clients Maintain Their Social Well-Being?

Clients who feel socially connected are likely to fare better in many ways, and it could benefit your business, too. (By Dave Buck)

Jerilyn Klein -

A Life Without Titles: An Identify Crisis or Opportunity?

Clients may need help reinventing themselves in retirement as their carefully crafted business cards become artifacts. (By Dave Buck)

Jerilyn Klein -

Unretirement: A Unique Opportunity to Support Clients

Advisors can help clients explore work options, balance work and lifestyle goals, and evaluate financial implications. (By Dave Buck)

Jerilyn Klein -

Why Encourage Clients to Downsize and Declutter?

Modern retirees overwhelmed by physical and digital clutter are less likely to have the time and money to enjoy the retirement they desire. (By Dave Buck)

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Taxes

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Many details have yet to be worked out, but here are answers to some of the questions your clients may have about the program.

College Planning

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Work Life

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Money

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