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Various asset classes take their turn on the winners’ podium. Take a look at how much time stocks, bonds, commodities and cash have spent as winners during the past five decades.
Last year’s intense inflation may have felt especially pernicious for those in retirement. Thankfully retirees will get two silver linings this year, one from Social Security and one from the IRS. Be proactive in educating clients on what this means for their situations and the value of proper planning.
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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