It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
It's important to make sure your retirement strategy anticipates health-care expenses.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”