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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.
Market volatility isn't the only factor likely to affect clients' financial security during their golden years. Help them evaluate the risks up front—so that they can minimize the impact once they've retired.
Many clients assume that, when retirement rolls around, they should draw cash from their taxable accounts first. Generally, this is a good idea— but not always.
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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