The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
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Assess whether you are running “in the black” or “in the red” each month.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Help your clients with these practical steps to make the most of their six-figure income.