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Financial Planning

Your clients’ needs range from medical care in retirement, college savings or estate planning. In this section, you’ll find articles that address your clients’ varying financial needs.
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Four jars of money labeled retirement, house, vacation and college.
Financial Planning

How to help your clients set smart and realistic financial resolutions

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Financial Planning

Helping your clients navigate black swan events

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Financial Planning

Help clients keep a calm and long-term focus during a black swan event

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Financial Planning

Income tax glossary: Basic terms your clients should know

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Financial Planning

Financial checklist for clients with aging parents

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Financial Planning

Quiz: Are your clients prepared to send their child to college?

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Financial Planning

Identity theft and how to help your clients avoid it

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