What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
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It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
The brain is a powerful thing, but when it comes to preparing for something that is far in the distance like retirement, it can easily be led astray — and result in some big retirement planning mistakes.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.