Financial Planning

Do you have questions for your fellow advisors?

Do you have questions for your fellow advisors?
 
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Financial Planning
 
Financial Planning
 
Retirement
 
July 31, 2024
 
 
 
 
Rob Burgess - head shot.pngBy Rob Burgess Reporter
 

Hello! I've been excited to take on the "Ask an Advisor" advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to wealth management — or even advice on advising. This week, a financial advisor asked how they can help their clients retire to, not from, something. Here's Part 1 (be sure to check back next week for Part 2). Please email me at [email protected] if you have questions for future columns.

As always, thank you for reading. Talk to you next Wednesday!

 
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Ask an Advisor: How can I help clients retire to, not from, something? (Part 1)
 
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