October 26, 2019

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Featured News

Healthy clients will avoid medical costs

Kenneth Waltzer's top retirement strategy is to help his clients stay healthy.

An intelligent way to redefine an accredited investor

A bill to expand the definition of an accredited in vestor is sound and should be passed.

Prepping clients for retirement health costs

Should advisers focus on the staggering estimates of total health care expenditures in retirement, or look at how near-term expenses will play out over the long run?


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