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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

Helping your clients build an "In Case of Death" binder

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Debt paperwork
Financial Planning

Clients asking about debt consolidation? Here's what they need to know

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Financial Planning

A bull, bear and black swan walk into a bar…

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A multigenerational family walking together on the beach.
Financial Planning

Advisor Greg Patterson: How You can help your sandwich generation clients

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Bear and bull figurines with newspaper backdrop.
Financial Planning

Bears & bulls & black swans, oh my!

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Financial Planning

Common financial resolutions and how you can help your clients achieve them

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Financial Planning

Financial considerations for your client’s next move plus a moving checklist

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