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A quarter of wealthy investors' average assets are currently in cash, according to a new survey.November 13
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The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.November 5
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Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.November 4
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How sequence of returns affects retirement portfolio survival.November 4
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Retirees who have no need for the RMD can fund their grandchildren's college costs, a CFP writes.October 30
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Cases often go unreported because many times seniors are too embarrassed.October 15
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Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.October 1
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If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.September 12
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Do your clients have their ducks in a row?August 29
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This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.July 12
