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For the wages of sin is…an underfunded retirement. These seven areas of indulgence undermine American's financial stability.
The recession has reset most people's spending and saving, but you might want some clients to use this new site to gauge their financial patterns against their peers. It might provide incentive toward meeting long-term financial goals.
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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