Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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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.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.