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  Help clients realize their retirement dreams in a time of economic uncertainty

  Because of economic pressures and market volatility, many pre-retirees believe their retirement will be different from their parents and grandparents.

  Client outcomes April 15, 2024

  • client relationships
  • practice management
  • retirement planning
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  Saving for college in a volatile market

  Saving for college in a volatile market can be concerning for clients, but you can help them navigate the ups and downs of the market with a plan.

  Client outcomes March 24, 2023

  • college savings
  • habits
  • investing strategies
  • taxes
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  How Has the Pandemic Impacted Inflation

  Inflation fears have cropped up again as the costs of many goods and services have spiked this year.

  Economic Commentary January 24, 2023

  • COVID-19
  • economic growth
  • habits
  • pandemic
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  Supporting clients through money anxiety

  As a financial professional, you can help your clients process their anxiety about finances with these tips from the American Psychiatric Association.

  Client outcomes January 19, 2023

  • client relationships
  • inflation
  • investing strategies
  • retirement planning