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Inflation can provide seniors in fixed-income investments higher returns, but experts warn that real return, after inflation and taxes, is what they need to focus on.
If homeowning clients are looking for tax-free cash in their retirement years, see whether a reverse mortgage suits their needs.
When retirees run out of money, they need to rely on the kindness of family and strangers.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025