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Your Retirement-Age Clients and Budget Politics

While advisors are there to serve those with investable assets, it is not only your clients who are affected by politics, the Federal budget and cuts to programs. It may be your clients' family members, their aging parents or struggling adult kids. When family members...

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Danger! Your Client Has Serious Memory Problems

Have you ever found yourself in a situation with an older client who can't seem to remember anything any more? You may have known the client over a number of years and feel responsible. But you are at a loss now. What are you supposed to do with this client? She's...

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