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Retirement Income Planning

Student debt and retirement: 6 tips to help guide clients toward financial stability

It’s no secret that many Americans are struggling with student loan debt. And while many assume it’s only younger people who are concerned, older generations are also feeling burdened with the resumption of payments. A new survey by the Nationwide Retirement Institute® finds that even seasoned employees are experiencing significant financial pressures due to the resumption of student loan payments that resumed on October 1st. 

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Retirement Income Planning

Helping clients understand the financial benefits of marriage

Merging two individuals' incomes, assets, and liabilities into one shared financial picture through marriage can be both exciting and overwhelming, which is why having a solid financial plan in place is crucial. From careful financial planning before the big day to maximizing tax and other benefits, we’ll explore how marriage can impact your clients' financial futures.