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Preparing for the unexpected can make all the difference if your family relies on your income.
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You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Have you or a loved one ever had a major health scare? One that rocked your world for a few days (and sleepless nights) until you learned it was not as serious as you feared and that life would return to normal with the right care.
Your clients need to focus not only on the money they'll need for retirement, but also what to do with their time