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Baby boomers are notoriously spendthrift—but will they really come up short in retirement? Not necessarily, according to a new study.
Horsesmouth Essential: A growing number of older Americans are choosing to work well into their golden years—but even a part-time job can dramatically affect clients' financial plans. Here's how you can help seniors determine whether employment makes financial sense.
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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