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Financial Planning is Key to Maintaining Long-Term Balance for Retirement Planning
Schneider Downs 
May 6, 2020 "[W]hile investors with an established plan report a higher level of confidence (87%) and overall positive outlook for their financial security (75%), only 55% of investors have a plan in place ... In this article, we explore what is a financial plan, how we construct a financial plan with clients, and how we utilize that plan to advise clients." MORE >> |
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