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Too many clients rely on their portfolios to do the heavy lifting when they haven't saved enough for retirement. But as these charts show, portfolio returns rarely compensate for undersaving. Impress upon clients—especially younger ones—the need to start saving early and consistently.
Gen Xers are choosing jobs for a balance between saving for the future and enjoying the present. That's not bad.
For the undersaved client, here's a reminder: a few mild sacrifices now could mean a lot more comfort later.
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Social Security and Medicare Workshop
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