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Tag: financial well-being

Will I Be Okay?

One of the key questions on the minds, if not the lips, of your patients is likely to be, “Am I going to be okay?”

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A Different Kind of Plan

According to a recent poll, 41 percent of baby boomers who have a living parent are providing some sort of personal care, financial assistance, or

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A Financial Planning Update

Just as one’s physical health changes over time, so does financial well-being. Thus, readers have asked how often a well-written financial plan should be updated.

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