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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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Financial Planning

How to help clients avoid emotional decisions

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Financial Planning

What your clients should know about cryptocurrency

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Financial Planning

A life events checklist for your next client meeting

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Financial Planning

Infographic: Five tips for your sandwich generation clients

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Financial Planning

What your clients should know about elder financial abuse

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Financial Planning

How much of my salary should I save? Here's how to answer this question for your clients

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Financial Planning

What your self-employed clients need to know about taxes in the gig economy

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