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Helping clients manage their debt is one of the best things you can do for their financial well-being.
Six of the 10 biggest issuers get poor ratings for clear language on their interest rate policies. If clients are confused, here's exactly what they need to know.
Consumers may not have been so chastened by the Great Recession as one would hope; credit card debt is climbing again. Don't let it happen with your clients.
Here are some statistics that offer a financial snapshot of the typical U.S. household this year. How do your clients compare?
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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