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You can help your clients make better financial planning decisions if you have a better understanding of what drives them. A recent survey by Goldman Sachs put some light on investors’ behaviors, providing clues you may use to help clients juggle their financial priorities.
ChartTalk: Are Americans saving enough for retirement? The answer, for most people, is no. This chart shows by age group the average amounts Americans have socked away for their Golden Years. It’s not a pretty picture.
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Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
July 31, August 7, 14, and 21, 2025