Create a Client Letter for July 2017: 6 Ways to a Happier Retirement

Jul 7, 2017 / By Charles Sherry, MSc

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Clients may have a financial plan for retirement, but are they ready for the dramatic changes to their social environment and day-to-day routines? These tips can help them successfully manage the transition. Plus, check in on the health of the U.S. economic recovery—now eight years old.

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